Ask the Pros III

Wednesday, September 21st | 4:00 PM to 6:00 PM CT | Fractal Brewing Project

Estate planning can be an intimidating exercise but is essential for maintaining family harmony and securing your legacy. Nearly 35% of Americans say they have personally experienced a family conflict or know someone who has due to not having an estate plan or will.* Only slightly more than 50% of Americans have either a trust or will in place, meaning many families are not prepared for their future transfer of wealth.*

Join us for Keel Point’s Ask the Pros III event for a deep dive into the estate planning process, helping you gain confidence around this vital part of your financial plan. This roundtable gathering will be led by local experts from the Huntsville area, including estate planning attorney Maggie L. Smith, Keel Point Financial Advisor David Little, and Keller Williams Realtor Brandi Copeland. In addition to an in-depth estate planning discussion, David will provide an update on the current state of the markets and economy, and Brandi will give the latest news around the local markets while answering all your real estate questions.

* https://craft.wealthcounsel.com/images/articles/Estate-Planning-Awareness-Survey-2016.pdf?_ga=2.180993383.1913725954.1631802031-782006487.1623873086

 

Fill out the form below to RSVP.

Agenda: 4:00 PM, check-in

Location: Fractal Brewing Project: 3200 Leeman Ferry Rd SW, Huntsville, AL 35801

RSVP: Ask the Pros III

Meet the Speakers:

David Little

David Little

Wealth Advisor

Working with individuals and families, David has been in the wealth management/financial planning business since 2005. His goal has always been to make the complicated nature of the investment world easy to understand and straightforward, while having open and honest conversations with his clients, helping them stay focused on their goals.

Maggie L. Smith

Maggie L. Smith

Estate Planning Attorney

Maggie L. Smith is an estate planning attorney who relocated from Nashville to Huntsville in the spring of 2021. Her practice focuses on helping families and businesses plan for the future with the preparation of wills, trusts, and other documents. It has been Maggie’s privilege to craft estate plans for dynastically wealthy families, as well as prepare simple, clear documents for individuals who want to ensure their loved ones are taken care of.
 
When Maggie’s family received the opportunity to move to Huntsville, Maggie was enthusiastic about taking the leap from middle Tennessee to north Alabama. As the daughter of a retired soldier, Maggie grew up in a military community, and Redstone Arsenal and Huntsville feel like home.
Brandi Copeland

Brandi Copeland

Realtor Partner/Military Relocation Professional

Brandi is a Huntsville, Madison County native. She has been in the real-estate industry for 14 years. She holds a Military Relocation Designation and has helped both military and civilian families alike to find their home in the Huntsville and the North Alabama area.

Brandi is heavily involved in her community including the Monte Sano Civic Association, Monte Sano Club, as well as several boards focused on encouraging more people on bicycles.  In her spare time Brandi can be found in a coffee shop, on the local mountain bike trails or at her favorite CrossFit box. She and her husband Scott have five children of their own and usually a houseful of extra neighborhood kids.