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Financial Wellness Series: Investments & Retirement Strategies

February 16 @ 11:00 am - 12:30 pm

Financial Wellness Series: Investments & Retirement Strategies

Date: Thursday, February 16th, from 11:00am-12:30pm

Get a jump start on your financial goals with our new Financial Wellness Series. Our first in this series is Investments and Retirement Strategies.

In this class you will learn about:
Understanding your balance sheet, knowing and managing your expenses – Budget (personal/business), having your team in place (banking for both business and personal, tax preparations and guidance, legal advisor, etc.), protecting yourself and the ones you love, what to do with income, types of retirement savings options for real estate agents, how to think immediate, intermediate and long-term with your money, saving for college, gifting, estate planning, budgeting, and reviewing your plan annually with your advisory team (financial, bank, tax, legal) and more!

Instructors: BJ Davis and John Hearne with Raymond James

Location: In-Person Only
HAAR/ValleyMLS Office
535 Monroe Street
Huntsville, AL 35801

Lunch Sponsor: Lankford & Battle Allstate Insurance-Lauren Battle


If you have any questions, please contact Christina Hearne at christina@valleymls.com


535 Monroe St.
Huntsville, AL 35801 United States
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