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March 2020
Birmingham Shred-A-Thon
A Gone for Good Document Destruction truck will be in our parking lot and will shred your documents on-site. NO ELECTRONICS. What to bring: Junk mail/office paper with your name and address, old tax records, any piece of paper that contains confidential information, and manila folders What NOT to bring: Electronics of any kind, 3-ring binders, binder clips, newspapers, magazines, and medicine bottles Contact Lynne Monk at [email protected] or call at 205.208.8700 if you have questions.
Find out more »Huntsville March Mania
Huntsville will be celebrating the tip-off of the college basketball playoffs. To add to the fun, four local non-profit organizations have been selected to compete in a bracket challenge with the winning bracket receiving $5,000 from the Bridgeworth Community Fund. Nonprofits competing in the #bracketsforacause: Nations of Coaches Fellowship of Christian Athletes Community Foundation: Women's Philanthropy Society HudsonAlpha Foundation
Find out more »November 2020
Medicare Facts & Updates
We are pleased to welcome Eric M. Smith, owner of Medicare Advisors of Alabama, to present a virtual Medicare seminar on Thursday, November 12th, from 10am to 11am. The presentation is tailored to those trying to understand the various Medicare plan options and qualifications. We invite you to share the registration link with colleagues, family, or friends who may have questions surrounding Medicare. This virtual event will be presented through Zoom, with a Bridgeworth Wealth Management team member available as…
Find out more »June 2021
Leaving A Legacy Webinar Series – Session I
How will your legacy be defined? Please join Bridgeworth for a Leaving A Legacy Webinar Series to draw on our wealth of knowledge and learn strategies for estate planning, tax planning, and charitable giving. Our first Legacy session shares potential impacts on the estate tax and capital gains rates based on recently passed and currently proposed legislation policies. You will also review best practices around general estate planning and documentation. This conversation will be led by Bridgeworth’s Director of Planning,…
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Leaving A Legacy Webinar Series – Session II
How will your legacy be defined? Please join Bridgeworth for a Leaving A Legacy Webinar Series to draw on our wealth of knowledge and learn strategies for estate planning, tax planning, and charitable giving. Bridgeworth Partner Jeris Gaston, CFP®, CRPC® will co-host our second Legacy session alongside Lora Blalock, Vice President of Philanthropic Services, and George Gaskin, Director of Gift Planning, from The Community Foundation of Greater Birmingham. Jeris, Lora, and George will combine their specializations to share how to…
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