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Events

Savvy Social Security Planning

Learn the best time to file for Social Security at our next Educational Workshop, “Savvy Social Security Planning” on January 30, 2018.
Join us at the Birmingham Botanical Gardens from 5:45 p.m. to 7:30 p.m. There is no cost to attend and a light supper will be provided.

Event Date: January 30, 2018 5:45PM to 7:30PM

Event Location: Birmingham Botanical Gardens

Register to Attend See location on Google Maps

3rd Annual Holiday Open House

Join us for our annual Jingle and Mingle!
Tuesday December 12th from 4-7 PM at Meld Financial

Event Date: December 12, 2017 from 4:00PM tp 7:00Pm

Event Location: Meld Financial

Register to Attend See location on Google Maps
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
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