Meetings
Join us at Vestavia Country Club
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Unless otherwise noted, all meetings are on the third Thursday from 11:30 AM - 1:00 PM.

January 17, 2008 "2008 Economic Outlook"

February 21, 2008  "Business Applications of Life Insurance"

Tuesday, March 25, 2008  "Estate Planning in Limbo"

April 17, 2008, 2:00PM-4:00PM  "IA Best Practices Survey Results"

May 15, 2008  "Counseling Clients in the Current Craziness"

August 21, 2008, 1:00PM-4:00PM  "Retirement Income Strategies"

September 18, 2008  "Understanding Liability Exposures"

October 16, 2008

Thursday, November 6, 2008
2008 Lessons in Success
8:00 AM - 5:00 PM

 

 

 

 

 

 

 

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CFP(R) Review Course

 

CFP Study Group for July Test Date

 

 

The next scheduled test date is July. 18-19, 2008 (Application Deadline: 6/4/2008) for more information please visit http://www.cfp.net/become.  Jack Eyer is scheduled to host a study group at The Covenant Group on Saturdays from “nine until noon” (9am to 12pm) to create a place for collaboration as members prepare for the exam.  Jack’s office is located at 2000 Providence Park Suite 200, Birmingham, AL 35242.  The basis for study will come from the Ken Zahn Review Materials.  These materials can be ordered from www.kenzahn.com<http://www.kenzahn.com> .

For more information, either call Jack at (205) 985-7710 or email him at jack@covenant-group.com.