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Financial Wellness Series: Insurance Insights to Protect You and Your Business

HAAR 535 Monroe St., Huntsville, AL, United States

Financial Wellness Series: Insurance Insights to Protect You and Your Business Instructor: Lauren Battle-Lankford & Battle Allstate Insurance Date: Thursday, February 23rd, from 11:00am-12:30pm Get a jump start on your financial goals with our new Financial Wellness Series! In this class, you will learn from an expert about the different insurance options to help protect […]

Financial Wellness Series: Investments & Retirement Strategies

HAAR 535 Monroe St., Huntsville, AL, United States

Financial Wellness Series: Investments & Retirement Strategies Date: Friday, February 24th, from 11:00am-12:30pm Get a jump start on your financial goals with our new Financial Wellness Series. Our first in this series is Investments and Retirement Strategies. In this class you will learn about: Understanding your balance sheet, knowing and managing your expenses - Budget […]

Financial Wellness Series: Wills and Estate Planning

HAAR 535 Monroe St., Huntsville, AL, United States

Financial Wellness Series: Wills and Estate Planning Instructor: Alan Judge-ADM Title Date: Thursday, March 2, from 11:00 am-12:30 pm Get a jump start on your financial goals with our new Financial Wellness Series! In this class, you will learn from an expert about estate plans, wills, trusts, durable power of attorneys, living wills, probates, and […]

Financial Wellness Series: Personal & Business Banking

HAAR 535 Monroe St., Huntsville, AL, United States

Financial Wellness Series: Personal and Business Banking Instructor: Taron Thorpe- CB&S bank Date: Thursday, March 9, from 11:00 am-12:30 pm Get a jump start on your financial goals with our new Financial Wellness Series! In this class, you will learn from an expert about budgeting, loans & debt, credit profiles, and personal and business banking […]

Financial Wellness Series: Personal & Business Banking

HAAR 535 Monroe St., Huntsville, AL, United States

Financial Wellness Series: Tax Strategies Instructors: Jeanine Morris & Alayne Blankenship- Morris Blankenship Accounting Date: Thursday, March 23, from 11:00 am-12:00 pm Get a jump start on your financial goals with our new Financial Wellness Series! In this class, you will learn from an expert about tax strategies to help ensure a more financially sound […]

Optimizing Your Tax Deductions-Financial Wellness Series

HAAR 535 Monroe St., Huntsville, AL, United States

Optimizing Your Tax Deductions-Financial Wellness Series Taxes are expensive! Learn how to reduce your taxes and audit-proof your business. Are you sure your CPA isn’t missing some deductions? Let Tiffany coach you to maximize your tax deductions and keep your current tax preparer. Instructor:  Tiffany Medellin, CFE, Real Estate Tax Expert, Lancaster CPA Date: Wednesday, […]