Attend a Free Live Retirement Planning Workshop

Do you have questions about Medicare, Social Security, retirement planning, investing, or estate planning? Meet our professionals, in person, in a location near you. We’ll help you find clarity so you can make informed decisions for your unique situation. It’s free to attend you simply need to register to save your spot.

Gain confidence to face retirement planning 

We are working on booking some great events for you in the near future. We can notify you when the next one is scheduled. To get on our mailing list, simply fill out the contact form.

Can’t wait? You can also schedule a one-on-one meeting with our experts.

Upcoming Events:

March 12
Social Security and Retirement Planning
6:00 pm | Vestavia Hills Library in the Forest 1221 Montgomery Highway
Vestavia Hills, AL 35216 United States

Register
March 26
Social Security and Retirement Planning
6:00 pm | Oxford Civic Center | Room 200 401 McCullars Lane
Oxford, AL 36203 United States

Register
April 9
Social Security and Retirement Planning
6:00 pm | Vestavia Hills Library in the Forest 1221 Montgomery Highway
Vestavia Hills, AL 35216 United States

Register
May 21
Social Security and Retirement Planning
6:00 pm | Vestavia Hills Library in the Forest 1221 Montgomery Highway
Vestavia Hills, AL 35216 United States

Register
Contact Us Today
Financial advisor Ken Reeves talking during a retirement planning workshop.
Financial advisor Ken Reeves talking about Social Security during a retirement planning workshop.
Apex Financial Group representatives greeting guests at a retirement planning event.

Start Reaching New Heights in Your Financial Journey

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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