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Medicare Enrollment Guide

Whether already enrolled, thinking about enrolling, or inquiring for a loved one – Karen Haiflich, Independent Broker with Medicare Information Source, will help you understand Medicare choices and important benefit changes. Friends, family, and co-workers are welcome. Sessions held at Bridgeworth office. Tuesday, October 14 at 2:00 PM Thursday, October 23rd at 10:00 AM Tuesday, …

Jeff McCormack, CFP®, Elected 2014 President of the Financial Planning Association of North Alabama

Bridgeworth - Jeff McCormack

Advisor Jeff McCormack, CFP®, has been elected president of the Financial Planning Association of North Alabama. Jeff previously served as president-elect and chair of the partnerships committee. The Financial Planning Association of North Alabama is a non-profit organization composed of individuals in or affiliated with the financial planning industry. The mission of the Financial Planning …

Bridgeworth, LLC to Host Medicare Enrollment Guidance Sessions in October

Bridgeworth News

If you are already enrolled in Medicare or just starting to think about signing up for yourself or a loved one, our guest speakers will help you understand Medicare choices and important benefit changes. We cordially invite our clients to attend one of these sessions. Friends, family and co-workers are welcome. Jim Hotten Medicare Representative …

Bridgeworth, LLC Promotes Jenny Sneed to Advisor

Bridgeworth - Jenny Sneed

Bridgeworth, LLC is pleased to announce the promotion of Jenny Sneed, CFP®, ChFC®, from the role of paraplanner to advisor. Sneed joined Bridgeworth in 2001 working with one of the firm’s founding partners, Jackie Tucker, CLU®, CFP®, ChFC®. Under Tucker’s leadership, she obtained her CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Consultant® …

Lessons from an 18 Year-Old Wunderkind

Bridgeworth News

It’s not often that we can gain investment insights from an 18-year-old wunderkind. Many of us marveled at the performance of American Mikaela Shiffrin at the Sochi Winter Olympics, where she became the youngest Olympic slalom champion. What makes Shiffrin remarkable is not only her success, but also her approach to the sport. Unlike many …