TN Living Trust Workshop

TN Living Trust Educational Workshop Tue July 16th 2019 - Fairfield Glade Community Center

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This particular Workshop will be in the Fairfield Glade Community Center located at 128 Stonehenge Drive; Crossville, TN 38558.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Thurs July 25th 2019 - Knoxville, Landmark Center Conference Room

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Conference Facility of Landmark Center, located at 1111 Northshore Drive, Knoxville, TN  37919.  The conference facility is on the 2nd Floor of the 2-Story pavillion and directional signs will located at the main entrance which is between the North and South Towers.

Take the Papermill Road exit #383 off Interstate 40. The office complex is two white buildings located at the corner of Northshore Dr. & Papermill Drive in West Knoxville. The conference facility is on the 2nd floor of the pavilion and there will be directional signs at the main entrance.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Tue Aug 6th 2019 - Tellico Village Recreation Center

This TN Living Trust Workshop is an Education Series on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

When you've found the desired date, Click RSVP!

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

Location:  This particular Workshop will be at the Tellico Village Rec Center; 145 Awohili Dr.; Loudon, TN 37774.  

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Thurs August 8th 2019 - Knoxville, Landmark Center Conference Room

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Conference Facility of Landmark Center, located at 1111 Northshore Drive, Knoxville, TN  37919.  The conference facility is on the 2nd Floor of the 2-Story pavillion and directional signs will located at the main entrance which is between the North and South Towers.

Take the Papermill Road exit #383 off Interstate 40. The office complex is two white buildings located at the corner of Northshore Dr. & Papermill Drive in West Knoxville. The conference facility is on the 2nd floor of the pavilion and there will be directional signs at the main entrance.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Mon, August 12th 2019 - Knoxville, Landmark Center Conference Room

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Conference Facility of Landmark Center, located at 1111 Northshore Drive, Knoxville, TN  37919.  The conference facility is on the 2nd Floor of the 2-Story pavillion and directional signs will located at the main entrance which is between the North and South Towers.

Take the Papermill Road exit #383 off Interstate 40. The office complex is two white buildings located at the corner of Northshore Dr. & Papermill Drive in West Knoxville. The conference facility is on the 2nd floor of the pavilion and there will be directional signs at the main entrance.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Tue Aug 13th 2019 - Fairfield Glade Community Center

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This particular Workshop will be in the Fairfield Glade Community Center located at 128 Stonehenge Drive; Crossville, TN 38558.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Tue Sept 10th 2019 - Tellico Village Recreation Center

This TN Living Trust Workshop is an Education Series on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

When you've found the desired date, Click RSVP!

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

Location:  This particular Workshop will be at the Tellico Village Rec Center; 145 Awohili Dr.; Loudon, TN 37774.  

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Thurs, Sept 12th 2019 - Knoxville, Landmark Center Conference Room

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Conference Facility of Landmark Center, located at 1111 Northshore Drive, Knoxville, TN  37919.  The conference facility is on the 2nd Floor of the 2-Story pavillion and directional signs will located at the main entrance which is between the North and South Towers.

Take the Papermill Road exit #383 off Interstate 40. The office complex is two white buildings located at the corner of Northshore Dr. & Papermill Drive in West Knoxville. The conference facility is on the 2nd floor of the pavilion and there will be directional signs at the main entrance.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Tue Sept 17th 2019 - Fairfield Glade Community Center

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This particular Workshop will be in the Fairfield Glade Community Center located at 128 Stonehenge Drive; Crossville, TN 38558.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Mon, Sept 23rd 2019 - Knoxville, Landmark Center Conference Room

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Conference Facility of Landmark Center, located at 1111 Northshore Drive, Knoxville, TN  37919.  The conference facility is on the 2nd Floor of the 2-Story pavillion and directional signs will located at the main entrance which is between the North and South Towers.

Take the Papermill Road exit #383 off Interstate 40. The office complex is two white buildings located at the corner of Northshore Dr. & Papermill Drive in West Knoxville. The conference facility is on the 2nd floor of the pavilion and there will be directional signs at the main entrance.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Thurs, Oct 10th 2019 - Knoxville, Landmark Center Conference Room

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Conference Facility of Landmark Center, located at 1111 Northshore Drive, Knoxville, TN  37919.  The conference facility is on the 2nd Floor of the 2-Story pavillion and directional signs will located at the main entrance which is between the North and South Towers.

Take the Papermill Road exit #383 off Interstate 40. The office complex is two white buildings located at the corner of Northshore Dr. & Papermill Drive in West Knoxville. The conference facility is on the 2nd floor of the pavilion and there will be directional signs at the main entrance.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Tue Oct 15th 2019 - Tellico Village Recreation Center

This TN Living Trust Workshop is an Education Series on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

When you've found the desired date, Click RSVP!

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

Location:  This particular Workshop will be at the Tellico Village Rec Center; 145 Awohili Dr.; Loudon, TN 37774.  

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Tue Oct 22nd 2019 - Fairfield Glade Community Center

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This particular Workshop will be in the Fairfield Glade Community Center located at 128 Stonehenge Drive; Crossville, TN 38558.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Thurs, Oct 24th 2019 - Knoxville, Landmark Center Conference Room

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Conference Facility of Landmark Center, located at 1111 Northshore Drive, Knoxville, TN  37919.  The conference facility is on the 2nd Floor of the 2-Story pavillion and directional signs will located at the main entrance which is between the North and South Towers.

Take the Papermill Road exit #383 off Interstate 40. The office complex is two white buildings located at the corner of Northshore Dr. & Papermill Drive in West Knoxville. The conference facility is on the 2nd floor of the pavilion and there will be directional signs at the main entrance.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Tue Nov 5th 2019 - Tellico Village Recreation Center

This TN Living Trust Workshop is an Education Series on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

When you've found the desired date, Click RSVP!

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

Location:  This particular Workshop will be at the Tellico Village Rec Center; 145 Awohili Dr.; Loudon, TN 37774.  

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Thurs, Nov 7th 2019 - Knoxville, Landmark Center Conference Room

map

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This Workshop will be in the Conference Facility of Landmark Center, located at 1111 Northshore Drive, Knoxville, TN  37919.  The conference facility is on the 2nd Floor of the 2-Story pavillion and directional signs will located at the main entrance which is between the North and South Towers.

Take the Papermill Road exit #383 off Interstate 40. The office complex is two white buildings located at the corner of Northshore Dr. & Papermill Drive in West Knoxville. The conference facility is on the 2nd floor of the pavilion and there will be directional signs at the main entrance.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Tue Nov 12th 2019 - Fairfield Glade Community Center

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This particular Workshop will be in the Fairfield Glade Community Center located at 128 Stonehenge Drive; Crossville, TN 38558.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Tue Dec 3rd 2019 - Fairfield Glade Community Center

This TN Living Trust Workshop is on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.   

When you've found the desired date, Click RSVP!   

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

This particular Workshop will be in the Fairfield Glade Community Center located at 128 Stonehenge Drive; Crossville, TN 38558.

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling 865-415-2068. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

TN Living Trust Educational Workshop Wed Dec 11th 2019 - Tellico Village Recreation Center

This TN Living Trust Workshop is an Education Series on the topic of Estate Planning strategies.  THERE’S NO CHARGE to attend this Workshop or for the materials provided.    

When you've found the desired date, Click RSVP!

Attendees will receive the following:

1. TN Living Trust Workbook:  A 62-page workbook covering 50 Estate & Retirement Planning topics in the workshop along with a section for documenting much of the information your family may need to know.

2. Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. Estate Planning Profile Form:  Used to organize your Estate Planning information.

4. Cost Comparison for the County where you live.

5. The Widow's Digest:  Attendees can request a copy of this 44 page Estate Settlement Guide covering 35 counties in East Tennessee.

Location:  This particular Workshop will be at the Tellico Village Rec Center; 145 Awohili Dr.; Loudon, TN 37774.  

This workshop is hosted by Jerry Goodman, CFP with the Goodman Wealth Management Group;

​​Because seating is limited, reservations are required and couples should attend together.  Enroll by clicking the "RSVP" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

Wells Fargo Advisors is not a legal or tax advisor.

Items provided

  • Snacks
  • Beverages
  • Books/Literature
View Location on Google Maps
RSVP Below

Or Call / Email Jerry W. Goodman, CFP; Managing Principal at:

  • 865.415.2062
  • jerry.goodman@wfafinet.com

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