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Bridgeworth University

From time-to-time walking the hallways of Bridgeworth, you will hear a story coming from one of the founding partners about the “fun” they used to have while learning about the financial planning profession. While your definition of fun may not consist of being locked in a conference room with your peers studying for a finance …

One-Size-Fits-None™ Retirement Series is Back for the Fall: Birmingham and Huntsville Locations

The transition to retirement and the accompanying move from “saver” to “spender” can cause anyone anxiety. You are likely asking questions such as: “Can I afford to retire and remain financially independent?” “When should I take Social Security benefits?” “How exactly do I get money out of these accounts?” “How much can I safely withdraw …

DeLynn Zell, Jenny Sneed, and Jonathan Millican Named to Leadership Classes

DeLynn Zell

CEO DeLynn Zell® was named to the 2019 – 2020 Leadership Alabama Class. The statewide program for Alabama leaders will enable them to foster relationships with fellow leaders, learn about the opportunities and challenges facing the state and deepen their connections with Alabama. This is Leadership Alabama’s 30th class and includes a host of CEOs and …