Broker Check

Events

Upcoming Events

August 13, 2026

11:00a - 12:30p

Abbeville, AL Memorial Public Library

September 16, 2026

11:30a - 12:30p

Enterprise Public Library

September 25, 2026

10:30a - 11:30a

Troy Public Library

October 6, 2026

11:30a - 12:30p

Geneva Public Library (Emma Knox Kenan Public Library)

November 13, 2026

1:00p - 2:00p

Ozark Dale County Public Library

November 17, 2026

2:00p - 3:00p

Lucy Hilton Maddox Memorial Library

Past Events

June 5, 2026

10:00a - 11:00a

Elba Public Library

May 12, 2026

11:30a - 12:30p

Abbeville Memorial Library

May 7, 2026

11:30a - 12:30p

Daleville, AL Public Library

April 23, 2026

11:30a - 12:30p

Dothan Houston County Library - Westgate Branch

April 8, 2026

11:30a - 12:30p

Enterprise Public Library

March 19, 2026

11:30a - 12:30p

Ozark Dale County Library

February 18, 2026

11:30a - 12:30p

Geneva Public Library (Emma Knox Kenan)

February 18, 2026

11:30a - 12:45p

Emma Knox Kenan Public Library

February 12, 2026

5:30p - 7:30p

The Rawls Hotel

February 10, 2026

5:30p - 7:30p

The Rawls Hotel

January 22, 2026

11:30a - 12:30p

Troy Public Library

October 23, 2025

5:30p - 6:30p

Dothan Campus Troy University

Estate Planning Tools and Your Retirement

Join us at the Dothan Campus of Troy University for this educational workshop.

October 21, 2025

5:30p - 6:30p

Dothan Campus Troy University

Estate Planning Tools and Your Retirement

Join us at the Dothan Campus of Troy University for this educational workshop.

October 16, 2025

11:30a - 12:30p

Westgate Library

Lunch & Learn: The Big Beautiful Bill

Join us for a bite-sized look at how this Bill could impact your finances. Westgate Public Library - 535 Recreation Road, Dothan October 16, 2025 | 11:30 AM – 12:30 PM (Check in @ 11:25) Enjoy light refreshments while our advisors break down what’s in the bill, what it means for you, and strategies to help you make the most of it. Registration is required — Seating is limited! Reserve your spot by October 14.

October 14, 2025

5:30p - 7:30p

Ketchem's Restaurant

September 25, 2025

5:30p - 7:30p

The Cellar

September 23, 2025

5:30p - 7:30p

The Cellar

September 23, 2025

5:30p - 7:30p

The Cellar

September 11, 2025

5:30p - 7:30p

The Rawls Restaurant

September 9, 2025

5:30p - 7:30p

The Rawls Restaurant

August 28, 2025

11:30a - 12:30p

Ozark Public Library

August 21, 2025

5:30p - 7:00p

Ketchem's Restaurant

Tax-Savy Retirement Planning Workshop

This workshop is designed for retirees or those retiring soon and will cover the latest IRA/401(k) rules and tax-savings strategies, along with common mistakes that can be avoided - if you know what you're looking for.

August 19, 2025

5:30p - 7:00p

Ketchem's Restaurant

Tax-Savy Retirement Planning Workshop

This workshop is designed for retirees or those retiring soon and will cover the latest IRA/401(k) rules and tax-savings strategies, along with common mistakes that can be avoided - if you know what you're looking for.

July 17, 2025

5:30p - 7:30p

Fire Stone Restaurant

Retirement, Tax & Estate Planning

Does your financial plan for retirement include INCOME PLANNING, TAX PLANNING, INVESTMENT MANAGEMENT, ESTATE PLANNING and ASSET MANAGEMENT? If not, you could be missing important details to secure the retirement you deserve.

July 15 - July 17, 2025

5:30p - 7:30p

Fire Stone Restaurant

Retirement, Tax & Estate Planning

Does your financial plan for retirement include INCOME PLANNING, TAX PLANNING, INVESTMENT MANAGEMENT, ESTATE PLANNING and ASSET MANAGEMENT? If not, you could be missing important details to secure the retirement you deserve.

Event Registration

Will you be able to attend this event?