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April 2019
One-Size-Fits-None Retirement Series: Leaving a Legacy
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.
Find out more »October 2019
HUNTSVILLE One-Size-Fits-None™ Protecting the Retirement Nest Egg
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.
Find out more »BIRMINGHAM One-Size-Fits-None™ Tips for a Smooth Transition into Retirement
What makes retirement enjoyable is unique to each person. This session examines the non-financial side of retirement: purpose, relationships, health, etc.
Find out more »Medicare Client Event with Karen Haiflich
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.
Find out more »Medicare Client Event with Karen Haiflich
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.
Find out more »