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Retiring with Confidence

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Retiring with Confidence


Retiring with Confidence

Presented by:
Jason D. Landers, CFP®
Senior Wealth Advisor
Keel Point, LLC

Valley Hill Country Club
Thursday, February 27th
5:30 reception / workshop & dinner begins at 6:15
Please RSVP to c2Vhc3QgfCBrZWVscG9pbnQgISBjb20= or call our office at 256-261-3610

Jason D. Landers, CFP®
Jason Landers is a Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Keel Point. He has been serving families as an advisor in Huntsville for nearly 20 years. Jason’s team at Keel Point operates around a thorough planning process that helps families clearly define their objectives and values, then implement various planning and investment strategies. Jason is also active in the community, currently serving as a board member and Treasurer for Hospice Family Care, LLC and a board member for HEALS, Inc. He is also past Finance Chairman and Treasurer of Huntsville Hospital Foundation and volunteer with Leadership Huntsville Madison County. Keel Point, LLC would like to invite you to a complimentary financial workshop. In this discussion, we will address some of the main planning topics that families encounter as they navigate their retirement years. Jason Landers will lay out a process for how his team at Keel Point helps families retire with confidence.

amxhbmRlcnMgfCBrZWVscG9pbnQgISBjb20=
256-801-8022

Securities offered through Keel Point Capital, LLC, Member FINRA and SIPC. Brokerage and Investment Advisory Services are offered under the Keel Point brand. Investment Advisory services offered by Keel Point, LLC an affiliate of Keel Point Capital, LLC.

***Seating is limited for this event. Please RSVP to c2Vhc3QgfCBrZWVscG9pbnQgISBjb20= or call our office at 256-261-3610. Dinner will be served at this event.

-How to Not Outlive Your Money
-Quantifying Portfolio Risk – Your #?
-Optimizing Tax Efficiency with IRAs
-Portfolios Built for Retirement
-Social Security Optimization



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Map Valley Hill Country Club, 8300 Valley Hill Dr SE, Huntsville, Alabama 35802, Huntsville, United States
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