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April 2019

One-Size-Fits-None Retirement Series: Leaving a Legacy

April 2, 2019 @ 5:30 pm - 6:30 pm
Bridgeworth, LLC, 3800 Colonnade Parkway
Birmingham, AL 35243 United States
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What do you wish to leave for children, grandchildren, or maybe a favorite nonprofit? Leaving a Legacy discusses how to approach this process as well as common mistakes that could prevent you from leaving the legacy you intended.

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October 2019

HUNTSVILLE One-Size-Fits-None™ Protecting the Retirement Nest Egg

October 1, 2019 @ 5:30 pm - 6:30 pm
Bryant Bank, 4th floor 320 Pelham Ave SW
Huntsville, Alabama 35801
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You have worked hard and saved for retirement. Protecting the Nest Egg explores factors to consider to help safeguard your earnings and retirement plan. Dinner served at 5:15 with the program beginning at 5:30.

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BIRMINGHAM One-Size-Fits-None™ Tips for a Smooth Transition into Retirement

October 7, 2019 @ 5:30 pm - 6:30 pm
Bridgeworth, LLC, 3800 Colonnade Parkway
Birmingham, AL 35243 United States
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What makes retirement enjoyable is unique to each person. This session examines the non-financial side of retirement: purpose, relationships, health, etc.

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Medicare Client Event with Karen Haiflich

October 8, 2019 @ 10:00 am - 11:00 am
Bridgeworth, LLC, 3800 Colonnade Parkway
Birmingham, AL 35243 United States
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Each fall all medicare plans announce their new pricing and benefits. Don’t wait till the last minute to make sure you understand what these changes are and how they may impact your plans. Karen Haiflich is a medicare specialist and has been working in the medicare field for more than 20 years. Join us as Karen gives a Medicare update for 2019 Open Enrollment.  

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Medicare Client Event with Karen Haiflich

October 17, 2019 @ 2:00 pm - 3:00 pm
Bridgeworth, LLC, 3800 Colonnade Parkway
Birmingham, AL 35243 United States
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Each fall all medicare plans announce their new pricing and benefits. Don’t wait till the last minute to make sure you understand what these changes are and how they may impact your plans. Karen Haiflich is a medicare specialist and has been working in the medicare field for more than 20 years. Join us as Karen gives a Medicare update for 2019 Open Enrollment.  

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