Upcoming Events &
Live Webinars

Upcoming Educational Events

We will review the pension, 401(k), and retirement healthcare options.  We will also go into detail on how we help hundreds of associates actively manage their 401(k)'s with BrokerageLink while they are still working.

We invite all clients, referred guests and visitors to attend our events.

January 24
Educational Event – Oxford, Alabama
6:00 pm | Struts of Oxford | 88 Ali Way
Oxford, AL 36203 United States
January 25
Educational Event – Lincoln, Alabama
12:00 pm | Rick’s Crossroads Grill | 48278 US Highway 78
Lincoln, AL 35096 United States
January 25
Educational Event – Pell City, Alabama
6:00 pm | Docks Bar and Grill | 2401 Stemley Bridge Rd
Pell City, AL 35128 United States
February 10
The Club at Tartan Fields
6:00 pm | The Club | 8070 Tartan Fields Drive
Dublin, OH 43017 United States
February 24
New Albany Country Club
6:00 pm | New Albany Country Club | 1 Club Ln.
New Albany, OH 43054 United States

Attend Our Retirement Webinar

Designed to help you move your retirement from someday to today. Register today to learn more about stock market changes, 401k Brokerage Link, and retirement healthcare.

Schedule a complimentary 30-minute phone consultation
by calling 844.492.4600.

Access Your Retirement Resources


Retire Financially Free: Are You Retirement Ready?

By Mike Martinez

How do you know if you’re making the right choices with your money? Your retirement lifestyle depends on that. Mike Martinez wrote this book to help build your confidence in making big decisions.

Your Money Matters

Personal Financial | Business | Life

Hosted by Mike Martinez

You get one chance to retire. Listen weekly to make sure you’re prepared before you take the next step. Mike Martinez will keep you informed of the latest financial guidance to keep you on track.