Past Meetings

Updated Tax Laws for Estate Planning Presented by Glenn Estess, Jr.

November 15, 2018
11:00 AM - 1:00 PM

Federal Reserve Bank, 524 Liberty Parkway
524 Liberty Parkway
Birmingham, AL 35242
Venue website

Join Us!

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Chapter Meeting

October 18, 2018
11:00 AM - 1:00 PM

Federal Reserve Bank, 524 Liberty Parkway
524 Liberty Parkway
Birmingham, AL 35242
Venue website

2018 Chapter Meetings: Unless otherwise specified, all meetings are on the 3rd Thursday

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Financial Planning Expo

October 02, 2018
2:00 PM - 6:00 PM

Hoover Library and Theatre
200 Municipal Dr.
Hoover, AL 35216
Venue website

Tuesday Oct 2, 2018 Start Time: 2:00PM End Time: 6:00PM Hoover Library and Theatre Presented by:' Pat Burris, The ABCs of Medicare Jesse Zora, Controlling Your Finances Before They Control You Pat Burris, Savvy Social Security Planning Alabama Securities

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Symposium

September 20, 2018
7:30 AM - 5:00 PM

The Grand Bohemian Hotel, Mountain Brook
2655 Lane Park Rd
Birmingham, AL 35223
Venue website

Join us for a full day of education and networking with financial planning colleagues.

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