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Gourmet Meal and Educational Discussion | April 20th @ 6:00 PM

Location: Perry’s Steakhouse & Grille | 4 Perimeter Park S Birmingham, AL 35243

When: Tuesday, April 20th at 6:00 PM

Details:

  • SECURE Act: How this could affect you and your family.
  • Retirement Planning: Create a distribution plan that is designed to help you make it through retirement.
  • Tax Strategies: Learn tax reduction strategies based on new the “Trump Tax” law and reduce taxes on your 401k.
  • Low-Risk Investing: Low-risk financial products that are designed to produce attractive returns.
  • Estate Planning: How to avoid probate and ensure your health care is protected if you become disabled.
  • Long Term Care: Cover this costly risk using alternative products without large expenses.

RSVP SOON

Gourmet Meal and Educational Discussion | April 22nd @ 6:00 PM

Location: Perry’s Steakhouse & Grille | 4 Perimeter Park S Birmingham, AL 35243

When: Thursday, April 22nd at 6:00 PM

Details:

  • SECURE Act: How this could affect you and your family.
  • Retirement Planning: Create a distribution plan that is designed to help you make it through retirement.
  • Tax Strategies: Learn tax reduction strategies based on new the “Trump Tax” law and reduce taxes on your 401k.
  • Low-Risk Investing: Low-risk financial products that are designed to produce attractive returns.
  • Estate Planning: How to avoid probate and ensure your health care is protected if you become disabled.
  • Long Term Care: Cover this costly risk using alternative products without large expenses.

RSVP SOON

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Or give us a call at 205-848-2999