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316 N. Montgomery Ave.  |  Sheffield, AL 35660  |  Phone: 256-386-5633
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    • IRA/401(K0 PROGRAM
IRA/401(K0 PROGRAM

WHAT WILL BE COVERED: How to help avoid common mistakes that 80% of retirees make New IRA/401(k) rollover rules that can cause immediate taxation How to help secure your IRA How to have a plan that helps you generate sustainable income throughout retirement. MEED THE PRESENTER: BRETT BAKER. Lead Advisor at Stearns Retirement Group Braselton Certified Plan Fiduciary AdvisorŪ designee through NAPA Joined the firm in February 2025 after five years as a Financial Advisor with Merrill Lynch Alabama native committed to providing fiduciary-focused guidance Brett & his wife enjoy fitness, cooking, and cheering on the Buffalo Bills PICTURE OF BRETT BAKER . Investment Advisor Representative, Lead Advisor - Braselton

Sheffield Public Library

316 N. Montgomery Ave.
Sheffield, AL 35660
Phone 256-386-5633
Fax 256-386-5608

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