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Events

Investment Planning: From Growth to Income - December 5, 2017 at Birmingham Botanical Gardens

Investment Planning: From Growth to Income

Join us December 5th at Birmingham Botanical Gardens. Kyle Whittington, CFP® will be speaking on the most important strategies to meet your financial goals.

Event Date: December 5, 2017 5:45PM to 7:30PM

Event Location: Birmingham Botanical Gardens

Register to Attend See location on Google Maps

Financial Planning – What to Expect, Why it Matters

Will Connor will be speaking on Financial Planning

Event Date: Tuesday, November 07,2017 from 5:45PM to 7:30PM

Event Location: Birmingham Botanical Gardens

Register to Attend See location on Google Maps

Financial Planning Seminar- What to Expect; Why it Matters

Will Connor will be speaking on Financial Planning

Event Date: August 22, 2017 5:45PM to 7:30PM

Event Location: Birmingham Botanical Gardens

Register to Attend See location on Google Maps

Financial Planning Expo, Hoover Public Library

This is a public outreach event, open to the public, to help local citizens from the surrounding communities learn and become aware of the importance of sound financial planning. Pat Burris to speak for 45 minutes on Medicare; exact time of Pat’s presentation is 1:10-1:55 PM. Pat will also be speaking for 45 minutes on […]

Event Date: October 24, 2017 from 1:00PM to 5:00PM

Event Location: Hoover Public Library

Register to Attend See location on Google Maps

Shred-It Event for the benefit of Children’s of Alabama

Bring your sensitive documents to be securely shredded on-site. Donations of new children’s books, small packs of crayons, coloring books, Play-Doh and/or bubbles for the kids at Children’s Hospital suggested. *All donated items MUST be new and in original package.

Event Date: April 29th, 2017 from 10:00AM to 1:00PM

Event Location: Meld Financial, Inc.

Register to Attend See location on Google Maps

Estate Planning Educational Workshop

Lynn Campisi will be discussing Estate Planning

Event Date: October 17th, 2017 from 5:45PM to 7:30PM

Event Location: Birmingham Botanical Gardens

Register to Attend See location on Google Maps
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