Financial Planning Expo

Financial Planning Expo at the Hoover Library.

Programs presented by the Financial Planning Association of North Alabama, with free one-on-one consults throughout the day.

1:00-1:10- Opening Remarks
1:10-1:55- The ABCs of Medicare & Managing Health Care Expenses in Retirement”- Pat Burris, CFP(R), Meld Financial, Inc.
1:55-2:40-  “The No Rate Increase Solutions to Long Term Care Planning” Babs W. Hart, CLTC, MDRT- Hart Insurance Group
2:40-3:25-  “Savvy Social Security Planning”- Pat Burris, CFP(R), Meld Financial,  Inc.
3:25-4:10-“Safe and Informed Investing”- Alabama Securities Commission
4:10-4:55- “Leaving a Legacy”- Stewart Welch, III, AEP, CFP(R)- The Welch Group, LLC
4:55-5:00- Closing Remarks