Social Security- Options to help you maximize your benefits Date: Thursday, October 26, 2023 Time: 6:30 PM - 8:00 PM CDT Location: Cahaba Pump House Museum, 4012 Sicard Hollow Road, Birmingham, AL 35243 Presented By: Brian A Campbell and Elaine Simmons, Regional Director and Partner - Fidelity Institutional Asset Management and Social Security Informed Hosted By: Garrett, Perkins & Associates Please join us for a complimentary presentation that will focus on: Social Security essentials Benefits and options Strategies to consider and next steps. Steve Garrett Sr, AR License #2251585. This is an informational seminar. There is no cost or obligation. Fidelity Investments and their representatives are not affiliated with Ameriprise Financial. Social Security Informed is 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. ©2O23 AMERIPRISE FINANCIAL, INC. ALL RIGHTS RESERVED. 588164OACMRO823
Medicare 101- Understanding the A, B, C & D's of Medicare Date: Thursday, October 5, 2023 Time: 6:30 PM - 8:00 PM CDT Location: Cahaba Pump House Museum, 4012 Sicard Hollow Road, Birmingham, AL 35243 Presented By: Karen Haiflich, Independent Agent - Benefit Specialists Group, LLC Hosted By: Garrett, Perkins & Associates This presentation will focus on: History of Medicare Medicare Eligibility Your Medicare Options and Cost Important Dates and More Karen Haiflich, Benefits Specialists Group, LLC and its representatives are not affiliated with Ameriprise Financial, Inc.
Family Love Letter-How Every Family Can Prepare Date: Thursday, May 25, 2023 Time: 12:00 PM - 2:00 PM CDT Location: The Club- Glenn Iris, 1 Robert Smith Drive, Birmingham, AL 35209 Presented By: Cheri Brooks, CPA, Business Developer and Head of the Neuberger Berman Advisor Institute (NBAI) - Neuberger Berman Hosted By: 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. This is an informational seminar. There is no cost or obligation. Neuberger Berman 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. © 2023 Ameriprise Financial, Inc. All rights reserved.
Join us for a shredding event Date: Saturday, April 22, 2023 Time: 9:00 AM - 12:00 PM CDT Location: Garrett, Perkins & Associates Parking Lot, 5120 Selkirk Drive, Birmingham, AL 35242 Hosted By: Garrett, Perkins and 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.
Quarterly Market Update Date: Tuesday, March 28, 2023 Time: 6:00 PM - 8:00 PM CDT Location: Cahaba Pumping Station Musuem, 4012 Sicard Hollow Road, Birmingham, AL 35242 Presented By: Brian Campbell, Regional Director - Fidelity Investments Hosted By: Garrett, Perkins & Associates During this complimentary session we'll discuss: A brief market summary Economic/Macro backdrop Asset Markets Long-Term Themes Stephen L. Garrett, CFP © , ChFC, © MBA, AR license # 2251585. 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. © 2023 Ameriprise Financial, Inc. All rights reserved.