Workshops

Schedule a Meeting With Greg Lynch or Call (615) 908-9037 Click Here to Schedule

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Maximize your Social Security

Build a stronger financial future through strategic Social Security decisions


The John P. Holt Brentwood Library
8109 Concord Rd, Brentwood, TN 37027

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Make more informed Social Security decisions

Join us for a complimentary educational workshop focused on Social Security and its role in your retirement planning. Build a stronger financial future through strategic Social Security decisions.

Attend on Thursday, September 24, 2026 at 11:30 AM at The John P. Holt Brentwood Library in Brentwood, Tennessee.

Reserve your seat for September 24.

Use the registration page to RSVP for this Social Security workshop.

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Maximize your Social Security event flyer

Maximize your Social Security workshop flyer for September 24 at The John P. Holt Brentwood Library
ember 24, 2026 • 11:30 AM The John P. Holt Brentwood Library 8109 Concord Rd, Brentwood, TN 37027 Image: /wp-content/uploads/2026/07/blog-3333-9.gif RSVP: https://www.yoursvp.com/cb18c47e-32e6-4016-bded-f93196a58ae9 Divi-safe • Conflict-proof • Fully scoped ========================================================= -->
You're exclusively invited to attend

Estate & Retirement Planning Simplified

Join us for an informative and easy-to-understand workshop focused on simplifying important estate and retirement planning concepts. Discover helpful strategies designed to help you make more confident decisions for your future, your retirement income, your assets, and your legacy.

Thursday, September 24, 2026 11:30 AM The John P. Holt Brentwood Library — Brentwood, TN

What we’ll cover

This complimentary educational workshop is designed to help attendees better understand how estate planning and retirement planning can work together to create a more organized, secure, and confident financial future.

  • Important estate and retirement planning considerations
  • Strategies designed to help protect your retirement income, assets, and legacy
  • Common mistakes involving beneficiaries and outdated documents
  • Why wills, trusts, powers of attorney, and healthcare directives may be important
  • Helpful ways to organize your financial and estate planning goals
  • Simple next steps that may help strengthen your overall retirement plan
Tap the flyer to view it larger and reserve your seat.
You're exclusively invited to attend

Maximize your Social Security

Build a stronger financial future through strategic Social Security decisions

Thursday, October 1, 202611:30 AMClub Room 3
Tuesday, October 6, 20266:30 PMClub Room 1

Bellevue Regional Community Center
7638 Hwy 70 S, Nashville, TN 37221

Make more informed Social Security decisions

Join us for a complimentary educational workshop focused on Social Security and its role in your retirement planning. Build a stronger financial future through strategic Social Security decisions.

Choose the date and time that works best for you. Both sessions take place at Bellevue Regional Community Center in Nashville.

Choose the date that works best for you.

Use the registration page to select your preferred workshop date and reserve your seat.

Reserve your seat

Tap the flyer to view it larger and reserve your seat.

Maximize your Social Security event flyer

Maximize your Social Security Bellevue workshop flyer
Retirement • Tax • Income

Pivotal Financial

Helping families in Middle Tennessee protect income, manage taxes, and invest with clarity and confidence.

Franklin Office

Our Location
730 Cool Springs Blvd, #140
Franklin, TN 37067
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Important Disclosures

Insurance products are offered through the insurance business Pivotal Financial. Pivotal Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Pivotal Financial are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 2377050 - 7/24