Birmingham Financial Planning Expo

The Financial Planning Association of North Alabama is hosting the

Birmingham Financial Planning Expo on

October 2, 2012 from 4:00pm to 8:00pm at

Rosewood Hall (Homewood City Hall Building – 2850 19^th Street, Homewood, AL),

 Attendees will have the opportunity to attend educational workshops and meet one-on-one with professional financial planners to discuss personal finance questions, concerns, and interests. Volunteers will provide free, no strings attached, advice on topics below and many more.

General Financial Planning

Buying a Home – Debt Management

Building a College Fund – Savings Goals                     

Income Tax Planning

Tax Reduction Strategies

Charitable Giving – Small Business Taxation

Special Circumstances

Job Loss/Change – Foreclosure Assistance

Change in Marital Status                     

Estate Planning

Building an Inheritance – Wills & Trusts

Estate Tax Strategies

Investment Planning

Investment Strategies – Asset Accumulation

Generating Investment Income                       

Insurance Planning

Life Insurance Coverage – Disability Insurance

Long Term Care Planning

Retirement Planning

Building a Retirement Fund – 401(k) & 403(b)  IRAs – Social Security            

Employee Benefits

Managing Health Insurance – Pensions

Health Savings Accounts

Event Agenda

4:00-4:10         Opening Remarks

4:15-7:45         One-On-One Counseling Sessions with Financial Planners (30 minute slots)

4:10-4:55         Questions for Your Financial Professionals, presented by Stewart Welch, III, AEP, CFP®

4:55-5:40         Introduction to Financial Planning, presented by Bob Straka, CFP®

5:40-6:25         Planning for the Costs of Higher Education, presented by David LeCompte

6:25-7:10         Financially Surviving a Job Loss, presented by Todd Talbot, CFP®

7:10-7:55         Navigating Social Security and Medicare, presented by Kimberly Reynolds, CFP®

7:55-8:00         Closing Remarks

For more information about FPA and Financial Planning Week,

visit www.FPANA.org and www.FinancialPlanningWeek.org.