Ask the Pros

Downsizing and Navigating Retirement

Wednesday, April 13 | 4:00 PM to 6:00 PM | Fractal Brewing Project

Retirement planning can be daunting, to say the least. Many questions may arise when going through the process. Did I save enough to enjoy a comfortable life? Should I downsize and move into a smaller home? How do I continue to stay active and contribute to my community after leaving my job or selling my business?

If you are one of those, who are mulling over how to plan for retirement, join us at Keel Point’s Ask the Pros event and hear insights from local experts on how to create the best retirement for you and your family. You’ll hear from Brandi Copeland, Realtor with Keller Williams Huntsville. She’ll discuss the current real estate market and share thoughts on how she has helped retirees downsize from their current homes to spaces that offer a less stressful environment. Local retiree Mike Carden will share his story about being active in retirement following a career in the Army and defense industry. And finally, Keel Point’s Wealth Advisor David Little will share how he helps individuals and families make sense of the sometimes complicated nature of investment planning.

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

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.
John M. (Mike ) Carden

John M. (Mike ) Carden

Retired/Army Officer/ Defense Contractor

Mike is a retired Army Officer and an active senior citizen.  His leadership and employment journey spans 40+ years in various professions:  twenty-eight years as an Army Officer retiring/transitioning after 28 years at the rank of Colonel;  Defense Contractor for three different companies over 16 years in positions of increased responsibilities from PM, Director, VP BD and President of a small business.  Active in the community, Covenant Presbyterian Church and the most challenging role:  Grandfather and husband.

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.