Meeting/Event Information

2020 Financial Wellness Workshop

 

January 24, 2020
11:30 AM - 2:00 PM
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RSA Systems Building-8th Floor Banquet Room
201 South Union Street
Montgomery, AL 36130
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Join us for our 2020 Financial Wellness Workshop!   Do you know the difference between a Will and a Trust and which one you need?  Do you understand the probate process and how to avoid it? ​ Are you making the right decisions to protect your family and your life savings? ​ Do you have questions regarding insurance and financial needs including college funding, retirement, managing costs for extended periods of care and lifetime income strategies?

Attorney Sayge Grubbs, owner of Sage Legacy Counsel, and Heather Grubbs, Registered Representative with NYLIFE Securities, will be providing VALUABLE information and resources to help you take charge of your 2020 Financial Wellness!

***LUNCH WILL BE PROVIDED***

Future Meetings

2020 Fall Professional Development Training Conference

 

November 05, 2020

 

8:30 AM to 12:00 PM

 

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