Thursday, May 4, 2023
5:30 PM Reception | 6:15 PM Dinner & Workshop
Valley Hill Country Club
Senior Wealth Advisor, Jason D. Landers, CFP® will offer insights on the top concern individuals face as they plan for their retirement.
His in-depth discussion will cover topics such as:
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How to NOT Outlive Your Money
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Quantifying Portfolio Risk – What is Your #?
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Optimizing Tax Efficiency with IRAs
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Portfolios Built for Retirement
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Social Security Optimization
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Understanding Secure Act 2.0
To RSVP and Reserve Your Seats
Please call Demetria Braudaway at 256-801-8028, email Demetria at dbraudaway@keelpoint.com or
complete & submit the form below for you and your guest (if applicable).
Jason Landers Retirement Workshop Registration
Seating is Limited. Please RSVP to reserve your seats.
More About Jason D. Landers, CFP®
Jason D. Landers, CFP®
Senior Wealth Advisor
Jason has been an Advisor to Huntsville families for 20 years. His team helps clients define their objectives and values, then implements planning and investment strategies that align accordingly.
Also active in the community, Jason is serving as a Chairman of the Bullpen Foundation, is a past Finance Chairman and Treasurer of Huntsville Hospital Foundation, is a past Chairman of Huntsville Hospital’s Caring for Life, LLC, is a board member of HEALS, Inc. and regularly volunteers with Leadership Huntsville Madison County.