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You are here: Home / Events / Seminar: Smart Retirement Planning

June 8, 2018 By Safe Harbor Financial

Seminar: Smart Retirement Planning


Date: Tuesday, June 26, 2018  Jesse's Restaurant logo
Time: 6:00 pm
Host Organization: James L. Byrd, Safe Harbor Financial
Call for Reservations: 251-625-1226
Email Contact: vmiller@safeharfin.com
Location: Jesse’s Restaurant, 14770 Oak St, Magnolia Springs, AL 36555
Website: Jesse’s website

  • This is an informational event and starts promptly at 6pm. Please phone our office for reservations as seating is limited and our events do fill quickly.
  • Please arrive by 5:45 pm. Doors close at 6pm.
  • 48 hours notice of cancellation is required for anyone not able to attend as a courtesy to allow time to fill seats.
  • This event is for first time attendees only. Please, no children or additional guests other than those who have registered, as seating is limited.

Filed Under: Events Tagged With: Financial Seminar, Retirement Planning

AE Wealth Management (AEWM)has no affiliation with the news agencies represented here and the views expressed do not necessarily reflect the views of AEWM. AEWM makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information contained therein.

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Safe Harbor Financial Services, LLC is our name and Safe Investing in the New Economy is the name of our radio show and they do not promise or guarantee investment results or preservation of principal.


We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.


Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Safe Harbor Financial Services, LLC are not affiliated companies.


Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.


Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.


The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.


Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jim Byrd or Safe Harbor Financial Services, LLC is stated or implied.


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