You're exclusively invited to attend

WILLS & LIVING TRUSTS

Tuesday, June 16, 2026

6:30 PM ET

Red Bank Lions Club

3704 Dayton Blvd, Chattanooga, TN 37415

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Having A Solid Estate Plan Is Vital

For anyone who owns a home or has assets. Recent updates to IRS Revenue Codes from the actions of the current Administration, Senate, and Congress could impact your ability to use key Estate Planning tools effectively. You’ll learn clear, practical insights on protecting your family and heirs from unnecessary stress, taxes, and the high costs of probate.

Wills vs. Living Trusts:

Their advantages and disadvantages.

Estate Taxes Returning to “Historical Norms”:

What this means for your legacy

Nursing Home Costs:

Strategies to help protect your home and savings from rising care expenses.

2025 Taxes:

How the rising national debt may increase your tax burden in retirement.

Avoiding Probate:

Understanding probate and how to sidestep it.

Tax Strategies:

Ways to help reduce future taxes and transfer more wealth to your heirs

Property

Ownership Risks:

Why transferring property to children may not be the best move.

Power of

Attorney:

What type is the best and which one could help avoid potential pitfalls if you become disabled.

Why Trust Us to Guide Your Retirement Transition?

We’ve helped hundreds of individuals navigate their retirement journey with clarity and confidence. As independent fiduciary advisors, we focus on income-based strategies tailored to your unique needs.

What Happens After You Register?

After you register, you’ll receive a confirmation with your event details. Just show up, bring a notebook if you’d like, and come ready to learn.

This isn’t a sit-back-and-listen kind of event. You’ll leave with real, actionable strategies and a fresh perspective on how Social Security fits into your overall retirement income plan. We make it simple, clear, and highly relevant—so you walk away knowing exactly what to do next.

About

Retirement Income Solutions

At Retirement Income Solutions, everything we do starts with one belief: your retirement deserves thoughtful coordination, not one size fits all advice.

We are an independent, full service financial firm focused exclusively on retirement planning. That focus matters. It allows us to look at your entire picture and help you make decisions that work together, not in silos.

Independence is important to us because it means our loyalty is to you. We are not tied to any single company, product, or agenda. Our role is to help you evaluate options objectively and build a plan that aligns with your goals, your values, and your stage of life.

Our clients value clarity, honesty, and experience. They want to understand their options, not feel pressured into decisions. That is the environment we have intentionally built and why so many people trust us to guide them through one of the most important transitions of their lives.

Retirement planning is not about chasing returns or reacting to headlines. It is about building confidence through coordination, education, and a plan you can rely on.

That is what we do. And that is why this conversation matters.

Visit RISolutions.net

The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Retirement Income Solutions and Sound Income Strategies, LLC are not associated entities. Retirement Income Solutions is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.