201 Office Park Drive, Suite 300
Birmingham, AL 35223
ph: 205.871.6690
fax: 205.803.3331
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Upcoming Seminars

Birmingham, AL

Managing Market Volatility

Wednesday, August 11th, 2021
11:00 am – 12:30 pm
Location: Zoom Meeting

Please RSVP by Friday, August 9th, 2021.

In this seminar, you’ll learn:

  • Market fluctuations are normal
  • Stay the course
  • Manage what you can
  • Keep a long-term perspective

Join Zoom Meeting:

https://lincolnfinancial.zoom.us/j/2056124507

Meeting ID: 205 612 4507

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We cordially invite you to attend our seminar:

Charitable Giving

Wednesday, March 17th, 2021
11:30 am – 1:00 pm
Location: Zoom Meeting

Please RSVP by Friday, March 12th, 2021.

In this seminar, you’ll learn:

  • How to create a legacy of giving for your family
  • How to create a culture of stewardship
  • How make charitable giving part of your tax planning and estate planning strategy

Join Zoom Meeting:

https://lincolnfinancial.zoom.us/j/2056124507

Meeting ID: 205 612 4507
One tap mobile
+13126266799,,2056124507# US (Chicago)
+16465588656,,2056124507# US (New York)

 


 

Planning for Medicare Benefits

Wednesday, January 13th, 2021
10:00-11:30 am
Location: Zoom call

This seminar outlines the details of when and how to enroll in Medicare and what it covers.

Join Zoom Meeting:

https://lincolnfinancial.zoom.us/j/2056124507

Meeting ID: 205 612 4507
        888 788 0099 US Toll-free

Please RSVP by Friday, January 8th, 2021.

 


 

Alzheimer’s Disease: Understanding the Value of Planning Ahead

November 10th, 2020
10:00 am
Location: Zoom call

This seminar outlines the financial realities of dealing with Alzheimer’s and other dementias while identifying ways to help you plan more confidently for later years.

Brian Smith is inviting you to a scheduled Zoom meeting.

Topic: Alzheimer’s Disease
Time: Nov 10, 2020 10:00 AM Central Time (US and Canada)

Join Zoom Meeting:

https://lincolnfinancial.zoom.us/j/94230441839

Meeting ID: 942 3044 1839
        888 788 0099 US Toll-free
        877 853 5247 US Toll-free

 


 

Planning for Social Security

February 27th, 2020
11:30 am

Location: Our office
Lunch will be provided
RSVP Required

This seminar, we will cover:

  • When to apply for benefits
  • How much you should expect to receive
  • How to optimize benefits

Click here to let us know you are interested in this important seminar.