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Join us at Vestavia Country Club

		Unless otherwise noted, all meetings are on the third Thursday from 11:30 AM - 1:00 PM at Vestavia Country Club January 15, 2009 2009 Economic Outlook with Jerry Harris February 19, 2009 Funding Higher Education with Jeanne Smith, CFP® March 26, 2009 Client / Advisor Relations with Richard Wallace Tuesday, April 21, 2009 Inaugural Golf Classic with meeting prior to shotgun start. Meeting 11:30 Samford Investment Club with Dr. John Venable Highland Park Golf Course, Birmingham, Alabama May 21, 2009 Fixed Asset Markets with Bob Smith August 20, 2009 Panel Discussion September 17, 2009 Roth IRA Conversions with Brandon Buckingham October 15, 2009 Federal Reserve Bank November 5, 2009 All Day Symposium

		A Financial Fire Drill, Planning For Uncertain Times Arlington Auditorium, Birmingham Municipal Library Thursday, October 8 12:00pm-1:00pm You are invited to a free, public service workshop sponsored by the North Alabama Chapter of the Financial Planning Association, the nation's largest not-for-profit association of financial planners. No sales or products or services -- just information to help you find a "fire escape" so you can: * Learn what you can do to control your financial circumstances and how to do it * Create a step-by-step plan to get rid of debts * Develop a sound philosophy for savings and investments * Identify the resources you have available if you lose your job * Spot scams that do not have your needs and interests in mind * Discover tips for weathering this and other economic storms in life There will be a question and answer time at the end.

		Why the FPA Supports the CFP Certification: “FPA works to serve the public by identifying ways consumers can find a competent, ethical financial planner. The CFP^® mark represents the standard of education and ethics consumers should be able to expect from a financial planner. By supporting a single credible mark we can accelerate public recognition and acceptance of financial planning.” (Financial Planning Association website) If you are preparing to take the CFP® Exam in 2009, the application deadline is October 6, 2008 and the exam is November 21-22, 2009. If you are preparing to take the the CFP® Exam in 2010, the application date is February 3, 2010 and the exam is March 19-20, 2010. Please contact me if you plan to take the exam this year. The FPA of North Alabama would like to serve as a resource for you in this endeavor, but in order to do so, we need to know who you are and what you need! You may email me at Margaret@bridgeworthfinancial.com. Good luck! Margaret Kelley, CFP® Career Development