Broker Check

Events

February 27, 2018

11:30a - 12:30p

Montgomery Office

Retirement Workshop: Life After Work

Join us for an enlightening workshop that will get you thinking about your next phase of life and what you need to do to prepare for it. Be sure to register via the "REGISTER" button to join us for this informative event.

 

March 28, 2018

11:30a - 12:30p

Montgomery Office

Important Cybersecurity Workshop

Data breaches, computer hacks, phishing, and more. Identity theft is one of the fastest growing crimes. Join us on March 28th at 11:30 am for a special event we're hosting on the top 5 tactics used by fraudsters and the ways you can start to protect yourself, your family, and your business today. Be sure to register via the "REGISTER" button to join us for this informative event!

 

April 26, 2018

11:30a - 12:30p

Montgomery Office

Understanding Social Security

Join us for this Lunch and Learn, where you'll learn key facts about the Social Security program, including: how benefits are calculated, full retirement age and choosing the right time to file, receiving benefits while working, and options for spouses and ex-spouses. We look forward to seeing you there!

 

May 21, 2018

11:30a - 12:30p

Inverness Country Club

Health & Wealth Series

Be sure to register via the "REGISTER" button to join us for this informative event.

 

July 18, 2018

11:30a - 12:30p

Montgomery Office

Pitfalls of Retirement Success

Be sure to register via the "REGISTER" button to join us for this informative event.

 

August 23, 2018

11:30a - 12:30p

Montgomery Office

CPA Continuing Education (2 hours)

Be sure to register via the "REGISTER" button to join us for this informative event.

 

October 1, 2018

11:30a - 1:00p

Inverness Country Club

Health & Wealth Discussion

Join us for an informative discussion on managing your health and wealth with guest speaker, Dr. Shellie Marks. A light lunch, samples, and giveaways will be provided. Space is limited - please RSVP to Dottie or Lu by replying to this email or calling (205) 588-4800.

 

October 25, 2018

11:30a - 12:30p

Montgomery Office

How Much Risk Should You Take?

Be sure to register via the "REGISTER" button to join us for this informative event.

 

November 28, 2018

11:30a - 12:30p

Montgomery Office

6 Ways to Make Your Finances Successful

Be sure to register via the "REGISTER" button to join us for this informative event.

 

December 12, 2018

12:00a - 11:59p

Montgomery Office

Annual Christmas Party

We would love for our clients to join us for our Annual Christmas Party.

Event Registration

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