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Events

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

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.

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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

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What Baby Boomers Need to Know about Medicare Planning

Pat Burris will be discussing Medicare Planning options for Baby Boomers

Event Date: September 28th, 2017 from 5:45PM to 7:30PM

Event Location: Birmingham Botanical Gardens

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Retirement Planning in Uncertain Times- II

Kyle Whittington, Michael Guilsher, and Will Connor will delve into retirement preparations even further in this second course for our Retirement Planning in Uncertain Times seminar.

Event Date: May 9th, 2017 from 5:45PM to 7:30PM

Event Location: Birmingham Botanical Gardens

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Retirement Planning in Uncertain Times- I

Kyle Whittington, Michael Guilsher, and Will Connor will be discussing planning for retirement in uncertain times

Event Date: April 4, 2017 from 5:45PM to 7:30PM

Event Location: Birmingham Botanical Gardens

Register to Attend
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