Upcoming Events

Our Class is Back!

For the 26th consecutive year, we will be teaching "Retirement Planning Today" at Samford University. Our 10 hour course is broken down into 3 classes and you have the option of attending the Tuesday sessions or the Thursday sessions. Please keep in mind that if you register for the Tuesday sessions you can make up any missed classes when we do it again for the Thursday sessions. The dates for the aformentioned Tuesday and Thursday sessions are 

Tuesday: January 21st, 28th, February 4th

Thursday: February 13th, 20th and 27th

Do not let the class title fool you! While a small amount of the information is better suited for those closer to retirement, the bulk of it is important for all ages! This information will focus on a myriad of different finanical planning topics, and you can find out more details by downloading and viewing the course outline or call us at (205) 262-1277 for additional information. We have a wide ranging audience and regularly have attendees that have just started their careers and are trying to get themselves on track to accomplish life goals. I'll leave you with an important quote, and we hope to see you there!

"Planning is about bringing the future into the present so you can do something about it now"

Seminar Registration Form

Seminar Registration Form


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