When

Thursday, July 13, 2017 from 11:00 AM to 12:30 PM CDT
Add to Calendar 

Where

Holiday Inn Express & Suites Alabaster 
1000 Balmoral Drive
Alabaster, AL 35007
 

 
Driving Directions 

Contact

Valerie Leonard 

205-970-9088 
valerie@grinkmeyerleonard.com 

Grinkmeyer Leonard Financial / 1950 Stonegate Drive, Suite 275, Birmingham, AL 35242 / Valerie Leonard is a Registered Representative and Investment Adviser Represntative with/and offers securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  Fixed insurance products and services offered through Grinkmeyer Leonard Financial, Grinkmeyer Leonard Benefits Group, or CES Insurance Agency.  Grinkmeyer Leonard Benefits Group and their leadership services are seperate and unrelated to Commonwealth.  This event is not intended to replace the advice of a qualified tax advisor or attorney. Napa-2015 Top Women Advisers: The Top Women Advisors list is the latest list issued by NAPA to recognize the growing number of women who are making significant contributions to the retirement plan industry. Advisors were nominated by NAPA firm partners and their peers and completed an application process. Honorees were selected by a panel of judges based on their individual experience, contributions, and business composition. List makers were honored in four separate categories: All-Stars, Captains, MVPs, and Rising Stars. As defined by NAPA: All-Stars: Top producers who have their own books Captains: All-Stars who are principals, owners, or team captains of their organizations MVPs: Outstanding players who are part of a team Rising Stars: Advisors with less than five years’ experience with retirement plans (some have been working with plans longer, but not as advisors). Employee Benefit Adviser’s annual list honors standout benefit advisors under the age of 35 with a five-year track record of demonstrating fresh talent and making a difference in the benefits industry. This year, winners were selected based on criteria including rate of industry participation, client size, and retention, as well as community service and other examples of an overall commitment to service excellence. Investment News 40 Under 40: The second annual “40 Under 40” project spotlights 40 dynamic honorees, all under age 40, who were selected from a pool of approximately 1,200 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future. For more information about this award, please visit: http://www.investmentnews.com/section/40-under-40. Birmingham Business Journal's top 40 under 40 recognizes young professionals in Birmingham, based on their contributions to their company, their impact on the business world, and their role in the community.The Top Women Advisors list was created by NAPA to recognize the growing number of women who are making significant contributions to the retirement plan industry. Nominations were made by NAPA Broker-Dealer and RIA partners. Advisors were then asked to complete an application process. Approximately 500 nominations were received, and more than 1,500 votes were cast in support of these individuals. In 2016, Honorees were selected by a panel of judges based on criteria such as, a candidate's percent revenues derived from retirement plans, total plan assets under management/advisement, years of experience working with workplace retirement plans, regulatory compliance record, and credentials. The criteria used, the number of advisors considered for the award, and the percentage of those who receive the award may vary from year to year. Votes were utilized to break ties, if applicable. List makers were honored in three separate categories: All-Stars, Captains, and Rising Stars1. The nominated advisor need not be a NAPA member. These awards are not indicative of the wealth manager's future performance. Your experience may vary. For more information, please visit: www.napa-net.org .1As defined by NAPA. All-Stars: top producers who have their own practices; 262 women advisors were considered for the All-Stars level, and 50 (19 percent of candidates) were named to the 2016 Top Women Advisors list. Captains: All-Stars who happen to be principals, owners, or team captains of their organizations; 176 women advisors were considered for Captains level, and 50 (28 percent of candidates) were named to the 2016 Top Women Advisors list. Rising Stars: top producers who have less than five years' experience with retirement plans as a financial advisor (some have been working with plans longer but not as a financial advisor); 34 women advisors were considered for the Rising Stars level, and 10 (30 percent of candidates) were named to the 2016 Top Women Advisors list. This communication strictly intended for individuals residing in the states of AL, FL, GA, KY, LA, MA, MD, MS, OK, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser. 

 

Join My Mailing List 
 

Mid-Year Update: Get the Latest on the Markets, Business, and Economy 

What mood will the market be in for the remainder of 2017? What impact will rising interest rates have on your investments? Why are your investments not performing with the stock market? I would like to invite you to join me for a "Mid-Year Update" luncheon where we will discuss these questions and what else you may expect from the stock market and economy for the remainder of 2017. This free event is for investors of all levels and is a great opportunity to get educated on a topic that can help you take charge of your investments and financial future.

The event will begin at 11:00 AM with lunch and an opportunity to mingle with women just like you. 

If you want to know more about investing and what to expect for the remainder of the year, this event is for you! And feel free to invite a friend. Space is limited and registration will fill up fast, so register soon! 

Register Now!

Valerie is the co-founder of Grinkmeyer Leonard Financial, a Birmingham, AL based financial advisory services firm.

About Valerie

"My mission is to be a shining light in this dark world by helping people be the best they can be and make the most of their financial resources. God has given me a unique platform to use my talents and creativity to help business owners, 401k plan sponsors, and hard-working Americans who are looking for a better and easier way to manage their money and time." 

View Valerie's Bio

Follow Valerie's Blog, The North Side of Average and become extraordinary in all you do!