Upcoming events

Medicare-Getting Started

CDT

Cahaba Pump House Museum, 4012 Sicard Hollow Road, Birmingham, AL 35242

You must RSVP to receive access credentials for this event or seminar

Karen Haiflich, RHU©, Health Benefits Specialist - Benefit Specialist Group, LLC.

Garrett, Perkins & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Presentation will focus on:

  • Defining Medicare and its parts
  • Enrolling in Medicare
  • How to pay for healthcare when retired
  • Making changes
To reserve a spot: call us at 205.313.9153 or email us at valerie.cross@ampf.com

Karen Haiflich, Benefit Specialist Group, LLC and its representatives are not affiliated with Ameriprise Financial, Inc

Past events

Social Security- Options to Help You Maximize your Benefits

CDT

Cahaba Pumping Museum, 4012 Sicard Hollow Road, Birmingham, AL 35242

Brian Campbell, CIMA, Regional Director - Fidelity Institutional Asset Management

Garrett, Perkins & Associates

During this complimentary session, you'll learn:

  • Social Security Essentials
  • Benefits and Options
  • Strategies to Consider
  • Next Steps

This is an informational seminar. There is no cost or obligation.

Fidelity and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Family Love Letter- How every family can prepare

CDT

Grand Bohemian Hotel, 2655 Lane Park Road, Mountain Brook, AL 35223

Cherri Brooks, CPA, Business Developer and Head of the Neuberger Berman Advisor Institute (NBAI) - Neuberger Berman

Garrett, Perkins & Associates

Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing “what to do” if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and advisor to document your wishes using:

• The Surviving Spouse Checklist

• The Family Love Letter

• The Life Events Checklist

AR #2251585

This is an informational seminar. There is no cost or obligation.

Sponsored by: Neuberger Berman

Neuberger Berman and their representatives are not affiliated with Ameriprise Financial.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark and CFP® certification mark (with plaque design) logo in the United States, which it authorized use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved. (07/2020) EB_30381

Join us for a shredding event

CDT

Garrett, Perkins & Associates, 5120 Selkirk Drive, Suite 200, Birmingham, AL 35242

Garrett, Perkins & Associates

Garrett, Perkins & Associates

Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.

Investment Themes Update Q 2022 Portfolio Construction Considerations for a Rising Rate Environment

CDT

Cahaba Pumping Station Musuem, 4012 Sicard Hollow Road, Birmingham, AL 35243

Brian Campbell, Regional Director - Fidelity

Garrett, Perkins & Associates

Lunch will be provided

During this complimentary session, we'll cover:

  • What's driving today's market and economy
  • Portfolio strategies to consider

Fidelity and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value