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Who We Are
About Us
Our Team
Our History
Our Investment Philosophy
What We Do
Retirement Planning
Financial Planning
Investment Management
Legacy Planning
Estate & Charity Planning
Insurance & Risk Management
Employer Retirement Plans
Who We Serve
Retirees
Business Owners
Veterans
Charities and Non-Profits
Young Professionals
Families and Individuals
Listen to Our Show
Events
Resources
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Guides
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Events
Let's Talk
Upcoming events
Taxation and Retirement
Join us at Vestavia Hills Library for a free seminar on how taxes affect your retirement income, savings and Social Security.
Vestavia Hills Library
1221 Montgomery Hwy., Vestavia Hills, AL 35216
November
Thursday
5
th
6:00 AM
– 7:00 AM
or
November
Thursday
5
th
11:00 AM
– 12:00 PM
Register Now
More upcoming dates
December
Tuesday
1
st
6:00 PM
– 7:00 AM
Taxation and Retirement
A free evening seminar at Jefferson State Community College on planning retirement income and reducing the taxes you pay in retirement.
Jefferson State Community College
4801 Jaguar Dr, Birmingham, AL 35215
Registration opening soon
December
Wednesday
2
nd
6:00 PM
– 7:00 AM
Taxation and Retirement
An evening seminar at Jefferson State Community College on managing taxes on retirement savings, Social Security and required withdrawals.
Jefferson State Community College
4801 Jaguar Dr, Birmingham, AL 35215
Registration opening soon
December
Tuesday
8
th
11:00 AM
– 12:00 PM
or
December
Tuesday
8
th
6:00 PM
– 7:00 PM
Taxation and Retirement
Join us at Downtown Huntsville Public Library, morning or evening, for a free seminar on taxes, retirement income and Social Security.
Downtown Huntsville Public Library
915 Monroe St SW, Huntsville, AL 35801
Registration opening soon
Past Seminars
Oct 27, 2026
Taxation and Retirement
Trussville Public Library
Oct 20, 2026
Taxation and Retirement
Trussville Public Library
Oct 14, 2026
Two-Day Retirement Planning Course in Birmingham
Jefferson State Community College
Sep 10, 2026
Taxes and Retirement
Vestavia Hills Library in the Forest
Aug 18, 2026
Taxation and Retirement
Trussville Public Library
Aug 5, 2026
Taxation and Retirement
South Huntsville Library
Aug 4, 2026
Taxation and Retirement
South Huntsville Library
Who We Are
About Us
Our Team
Our History
Our Investment Philosophy
About Us
Our Team
Our History
Our Investment Philosophy
What We Do
Retirement Planning
Financial Planning
Investment Management
Legacy Planning
Estate & Charity Planning
Insurance & Risk Management
Employer Retirement Plans
Retirement Planning
Financial Planning
Investment Management
Legacy Planning
Estate & Charity Planning
Insurance & Risk Management
Employer Retirement Plans
Who We Serve
Retirees
Business Owners
Veterans
Charities and Non-Profits
Young Professionals
Families and Individuals
Retirees
Business Owners
Veterans
Charities and Non-Profits
Young Professionals
Families and Individuals
Listen To Our Show
Insights
Let's Talk
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205-602-5065
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