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Upcoming Events

/Upcoming Events

As a CPA, CFP and NSSA advisor, Sam C. (Bo) Bills, Jr. offers classes from time to time on a number of topics.  Currently, Bo is teaching classes on Maximizing Social Security and Retirement Planning.

2025

The Road to (and Thru) Retirement

You’ve worked hard to earn your retirement — but what if there’s more to it than that? Coming spring of 2025. Sign ups coming soon.

 

Social Security – Know Your Options

Learn how to make the most out of your Social Security. Coming Spring of 2025. Please call or text (615) 585-6867 to register your spot!

 

The Road to and Thru Retirement

Learn how to maximize your retirement savings. Coming Spring of 2025. Please call or text (615) 585-6867 to register your spot!

2024

Your Dream Retirement

You’ve worked hard to earn your retirement — but what if there’s more to it than that? This class was held in September 2024 at Belmont University.

 

Maximizing Social Security

Learn how to make the most out of your Social Security. This class was held in May 2024 at Belmont University.

 

Maximizing Social Security

Learn how to make the most out of your Social Security. This class was held in September 2023 at Belmont University.

2023

Your Dream Retirement

This class was held on September 19, 2023 at Belmont University.

 

Maximizing Social Security

This class was held on September 7, 2023 at Belmont University.

 

Maximizing Social Security

This class was held on September 5, 2023 at Belmont University.

Any Questions?