You're Invited

Building a Retirement Distribution Plan

Please join Givens & Associates and Northwestern Mutual for dinner and an in-depth discussion on Building a Retirement Distribution Plan.

  Date: Monday, May 20, 2019
5:00 PM - 7:00 PM
  Location: Northwestern Mutual
1600 Division Street
Suite 300
Nashville, TN 37203
    Get a Map

For more information on the event, call
Brent Presley at (615) 742-5161 or at

Transitioning from a full time career to a full or semi-retirement lifestyle can be an overwhelming life change. Have we saved enough? Are we adequately protected? Have we properly accounted for all of the necessary pieces of the financial puzzle? How do we recreate a sustainable income? How do we do that in a tax efficient manner? What about social security and medicare? How do we know we are doing all of this right?

These are normal questions that come up with every individual or couple that enters this new and exciting phase of life. The good news is that you are not alone and it does not have to be as complicated and overwhelming as it may sometimes feel.

Come connect with our team, and fellow pre/post-retirees, as we discuss this important and often confusing topic. Together we will explore the phases of retirement planning, the risks to be aware of, and the strategies for creating a sound plan of your own.

Our goal is to educate on and to simplify the decision making process for this ever important, and significant life transition so that you have the tools to retire with confidence.

We look forward to having you!