1 year ago

Alabama financial guru: Do you have a plan to cover the necessities in life DURING your retirement?

Birmingham, Alabama-based financial guru Jeff Roberts, who was recently named one of the top private wealth advisors in the nation by Barron’s®, came on Yellowhammer Radio to lay out the facts so people can decide for themselves.

The full conversation with Mr. Roberts can be heard on the Yellowhammer Radio podcast or in the video above, and a lightly edited transcript of his interview with Yellowhammer’s Andrea Tice can be read below.

Subscribe to the Yellowhammer Radio Podcast on iTunes. Learn more about Jeff Roberts’ private wealth advisory practice at JeffRobertsAndAssociates.com.


Andrea Tice:

Welcome back to Yellowhammer Radio. On the show with us today is local financial guru, Jeff Roberts. Jeff is the founder of Jeff Roberts & Associates, and his team of seven advisors can help simplify your complex wealth management needs. They are exceptional financial advisors who have provided sophisticated financial planning and advice to high-net-worth clients for a combined number of years, 131 combined years. We’re going to have him on the show. The seven people, Jeff, are you there?

Jeff Roberts:

I am indeed.

Andrea Tice:

Yeah, hey, Jeff.

Jeff Roberts:

Hello.

Andrea Tice:

I just noticed that the seven advisors you have on your staff matches up with the seventh award you received recently from Barron’s Top 1,200 Advisors for 2017, so that’s a nice matching there. I think so.

Jeff Roberts:

It is coincidental, but wonderful. Those are the very people that help us to serve clients extremely well and to be recognized by Barron’s, in addition to the tremendous team that we’ve got of client support staff. The new one we brought in today, his name is Courtney. I’ll give a shout out to for-

Andrea Tice:

Oh, okay. Her first day?

Jeff Roberts:

Being on our team and serving our clients well.

Andrea Tice:

That’s great. That’s great. Hi, Courtney. Glad to have you on board, too. Last week, you introduced the 3-Minute Confident Retirement check that was found on your website. Everybody has three minutes to spare, so it was good that you pointed that out for people who want to find out where they are in the future for retirement. I know you planned to drill down today on the Confident Retirement approach, so you want to start out with that?

Jeff Roberts:

Absolutely. Absolutely. The Confident Retirement approach is kind of an exclusive tool that we use when trying to help clients who are trying to get that word “confidence” and weave that into their life when they think about their future retirement plans, or even while in retirement. It gives us a straightforward framework to create a sound retirement plan, it provides an income for a lifetime, and it’s composed essentially of four components. If you think about the Confident Retirement approach, the easiest way to do it is, I want you to think of the four components, and in your head, I want you to picture a triangle. If you break the triangle into four horizontal layers, if you will.

The widest layer sits on the bottom of the triangle, and that’s the section that we call covering essentials. That is necessities in life that we simply have to cover. The next layer up is going to be ensuring lifestyle, and that’s lifestyle expenses that include the goals that you have for retirement like travel, and dining out, and hobbies, and that sort of thing. The next layer up is going to be the unexpected things that pop into retirement where we’re preparing for the unexpected. Those are the things like accidents or disability, and making sure that you’ve built into your sound retirement plan, the unexpected. The last tip of the iceberg, so to speak, the tip of the triangle is leaving a legacy. That is passing to survivors, families, charities, and causes that are important to you the wealth that you’ve been able to accumulate.

What we’ve found is if you break down those four basic areas of if can make sure that you can cover essentials, you assure that you have income to provide for your lifestyle, prepare for the unexpected, and leave a legacy, if you tackle those four things, then you simply will have confidence in planning toward retirement or in retirement. So it’s a framework.

Andrea Tice:

Yeah. I remember seeing that on your website when you directed us to that page where you start the 3-Minute Confident Retirement check. Let me ask you this. Let’s drill down a little bit more on just that first initial base, that foundational base of the triangle where it’s covering essentials. Can you give us examples for people who are listening to understand what is an essential expense.

Jeff Roberts:

Yeah. The first thing, and I figured over the next couple weeks, we would tackle each one of these layers of the triangle.

Andrea Tice:

Okay.

Jeff Roberts:

The first one being covering essentials, which, if you think about it, any foundation of retirement strategy, it starts with covering all the essential expenses that are considered predictable and recurring. These are the ongoing essential necessities in life. Because financial markets are uncertain, we believe that essential expenses should be covered by solutions that are guaranteed and provide stable income. Virtually everybody in retirement has already accumulated one or maybe multiple forms of a guaranteed income or stable income that they have in place, notably for example, social security. Some people might have a defined benefit plan sometimes called a pension. Those are components that provide a guaranteed income to cover the expenses that we know are going to be there no matter what every single month.

Andrea Tice:

Okay. You’re mentioning these stable income sources that you’re going to use to cover the essentials, and we could go down a long road for a long time on even just one, but you want to just quickly give us some of the complexities of just one that you have to deal with?

Jeff Roberts:

Yeah. Let me start with a couple just to breakdown the expenses themselves that are common. For example, we see expenses as things like mortgage payments that people might have for a period of time in retirement, if they still have a debt for a period of time. That’s going to be something that’s there every month. Home maintenance expenses, those are going to be there pretty much regularly. Food, you’re going to have a grocery bill regularly. Medical expenses, you’re going to have that systematically, too. Utility costs, real estate taxes, insurance premiums. Clothing expenses, probably not as much in retirement as essentials, but some. Taxes, regular federal and state taxes. Those are things that when you get up every single month, you’re going to have those expenses that have got to be covered. Those are examples of the expenses.

To your point on incomes, we believe that there should be certain sources of incomes that we set aside to tackle just the essentials. For example, we mentioned social security being one. That can be a fixed guaranteed income. Some people have a pension. It’s going to be fully covered or insured pension that will provide some income as well. If you don’t have that income source, you might consider things like an immediate annuity or a variable annuity that includes a Living Benefit Rider for life. You can have a certificate of deposit that’s FDIC guaranteed, or face-amount certificates where the principle’s guaranteed. U.S. Federal Securities. Those are all examples of vehicles that can provide a guarantee of income to where people in retirement can know no matter what I do, no matter how much I screw up myself financially, I have these guarantees that are going to cover those essential expenses.

Andrea Tice:

Wow, that’s great. You clearly have a lot of options in your portfolio to advise people about in getting that one level, that base level established and on its way, so that’s really-

Jeff Roberts:

And you make a good point when you ask that question a second ago. Well, if we pick one of those and drill down any one of those, what are some of the questions or things that we might need to be considering just for one of those different sources? I could pick one like, say, social security. Remember, there’s so much complexity to all of this, and we try and make it easy for folks, but just to give you an example.

If you’re just trying to focus on the easiest and most guaranteed of incomes in retirement social security, there’s a whole litany of questions that you’ve got to ask, like how old will you be when you retire? Because that significantly impacts how much your social security retirement check is. Will you take social security early, at full retirement age, or let it grow 8% per year after that all the way to age 70? Your health, how is your health? That is going to determine your social security or whether you might want to take it now or not. Your spouse’s health might have an impact on when you take social security. Will you work after age 62? That will determine some impact on your social security. Will you make more than the $16,920 earnings limit while being in retirement and having social security?

Those are, I don’t know, six or seven questions that dramatically impact just one decision of taking social security, and if you’re looking at multiple pieces all on this one level of covering essentials, you can realize there’s a lot to take into consideration.

Andrea Tice:

Wow, yeah. If anything, Jeff, you’re the man who provides the questions that need to be asked, and then the answers.

Jeff Roberts:

That’s the goal. That’s the goal.

Andrea Tice:

Yeah. If anyone has an interest in getting help or they want to be more confident towards their retirement, what should they do?

Jeff Roberts:

The easiest way is reach out to us at (205) 313-9150, and we’re happy to arrange a time to talk or get together. A couple tools, you can go on to jeffrobertsandassociates.com, and if you’ll scroll down, you’ll find very easily a 3-Minute Confident Retirement check, which is a tool that will help you to figure out where you are in terms of your own level of confidence in planning for retirement. We’re happy to help any way we can with folks.

Andrea Tice:

All right. Yes, I have been on the website. We did it last week. It was very simple, very nicely done, easy to access. For those who are interested in going through that checklist, you can do that. There’s no problems with that. They’re not necessarily going to get a call just by going on the website. They’re just going to go through-

Jeff Roberts:

No, no, no. That’s a great point. If you go to the website, it’s just an online tool. You have the ability when you complete the 3-Minute Retirement check, if you want to pass that on …

Andrea Tice:

Did I just lose him? I think I just lost him. Are you there, Jeff?

Steve West:

I think we’ve lost him.

Andrea Tice:

Uh oh. I’m still on the air, right?

Steve West:

Oh, yeah.

Andrea Tice:

Okay. All right. Jeff, I’m so sorry. We lost you, and we’re about to head into a break, so let me just wrap it up.

If you need to call Jeff, Jeff Roberts & Associates, (205) 313-9150 is the number. Then, like he said, you can go to the website, which I’m going blank on, jeffrobertsandassociates, that’s right. Look it up on the internet, and you can get to Jeff Roberts & Associates that way.

Also, we just covered the four parts of a Confident Retirement. We’re going to do the next three in the next three weeks. The first one he just covered was covering the essentials, and there’s a lot to consider there. He asked a lot of questions. It’s very thorough, and he drills down because it’s so important to cover the essentials and to have a stable income in your retirement that will cover the essentials. So if you need help with that, call Jeff Roberts.

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3 hours ago

5 reasons to encourage your child to befriend the kid who’s ‘different’

“My mom said you are welcome to come to our home and play anytime!”

I turned, astonished, to look at who said this to my son as we were waiting to cross the street to go into school one morning. A sweet fourth grade girl, whom I recognized as another student with exceptional needs, was standing beside him smiling.

No child had ever said this to him before.

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I knew this kind gesture was for me and my son. I had shared some struggles with this little girl’s mom during a conversation at our public library a few weeks earlier because our children share similar traits and diagnoses. This thoughtful and friendly act warmed my heart and made me happy. There was, however, a flinch of pain as well. Deep down, while grateful for this new friendship, I longed for someone from the church to receive my son so openly. Sadly, I have found that these are the relationships that have been the most difficult to develop.

We, as parents, should become more purposeful about helping our kids get to know children with special needs.

It’s natural for our kids to gravitate toward a certain kind of person—someone with whom it’s easy to talk to and get along with. There is nothing wrong with that. Yet, I think we, as parents, should become more purposeful about helping our kids get to know children with special needs. They are the ones who stick out because they are always too loud or usually say something awkward— in all honesty, the ones that most kids think are weird or annoying.

Here are five reasons I believe we should encourage our child to be friends with the kid who’s different:

1. Evil can only be overcome with good

Kids that stick out because of disabilities, an awkward social awareness, or other things not perceived as “positive” are often singled out by bullies. It’s not enough to tell our children they shouldn’t bully. In addition, we need to teach them phrases to use that help stick up for a bullied child. We should teach them how to treat others the way they would want to be treated (Luke 6:31). We can even teach them to reach out to that child, and even give a compliment. Children who are teased regularly can store anger, but sweet words can restore (Prov. 16:24).

2. The kid who is different has a lot of offer

The children who are different are made in God’s image. And they usually have special traits to offer: Kindness, generosity, a learned resilience, creativity, a readiness to befriend, loyalty, and humor. We should teach our children to give them a chance. We can help them get over the initial awkwardness of developing a new friendship so that they see more of God’s beauty revealed through their distinctions.

3. It provides growth and maturity

Our hearts will expand as we see the world from the perspective of someone whose life experience is different than our own or whose brain shows them things we cannot see. My son has taught me how to be more gracious because he makes me ask “why.” His logic is so contrasting to my own that if I don’t ask why, I risk major misunderstanding. Our God sees hearts (1 Sam. 16:7), and we can learn more about others’ hearts when we simply ask questions instead of drawing conclusions based on our experience of what we perceive to be normal.

4. The parents are often hurting

The most pain I have ever experienced in is the pain of watching my child be rejected or teased over and over again. And life gets lonely for the parent of a child with significant needs. It can often be hard, exhausting, and frustrating. Depression is usually around the corner, waiting to swallow that parent in darkness. We can be a flicker of light in their midst. Seeing people, especially other children, enjoy our child is life-giving.

5. Talk means nothing without action

First John 3:18 tells us to love, not just by talking, but by doing. Actions that seem small to us can mean the world to a lonely, hurting child. We should be actively reaching out to those around us who are different. When we see them at church, we can tell them we’re glad to see them. Then, we can show interest by having a conversation. We can help create play dates. It’s okay if things get a little awkward for a bit. Our kids will learn through the experience. And let’s stop judging kids who continually act out, and their parents. Instead, we should pray for and encourage them. We, as parents, will be the ones to set an example of kindness to our kids by treating their friends with dignity and by befriending adults who are different than us.

One of the most loving actions a sister in Christ ever did for me and my son was to pray for God to give her a great love for him. Then, she encouraged a friendship between her son and mine. The genuine love she shows my child—one without annoyed tones or eye rolls—rubs off on her children, who also show kindness to my son. Her love shows the likeness of Jesus.

As a church, we should follow her example. We must recognize that children who challenge us to love more deeply are a gift. They teach us to love more like our heavenly Father who glady pours out his forgiveness over the depths of our sin. Because of our faith in our risen Savior, and his Spirit in us, we can love all people and teach our children to do the same.

(Courtesy ERLC)

3 hours ago

Alabama monuments: Preserving our history to protect our future

Doing the right thing isn’t always politically expedient, but a strong leader does what’s necessary regardless of her critics. Governor Kay Ivey exemplifies this kind of no-nonsense leadership.

Last year, our state faced a difficult decision: should we listen to the politically-correct, out-of-state pundits or do what’s best for the future of Alabama?

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All across Alabama, we have monuments and statues that tell our storied past. Many of these moments have affected our entire nation and shaped us to be who we are today. History doesn’t just tell us where we’ve been, it often provides signals and warnings for how to avoid repeating past errors. As George Santayana once wrote, “Those who cannot remember the past are condemned to repeat it.”

Nearly one year ago, I sponsored the Alabama Memorial Preservation Act, a law that protects historic monuments and memorials in Alabama from thoughtless destruction.

More specifically, the Memorial Preservation Act prohibits the destruction or alteration of public monuments older than forty years, and established a standing committee to hear waiver requests from cities and counties, while historic artifacts under the control of museums, archives, libraries, and universities were specifically exempted from the prohibition against
removal or alteration.

This law is the result of countless discussions with other legislators, historians, and interested citizens, and the intent is to preserve memorials to all of Alabama’s history – including the Civil War, the World Wars, and the Civil Rights movement – for generations to come.

We’ve seen a wave of political correctness sweep the nation, and too often, these attempts have resulted in re-writing of the American story. This politically-correct movement to strike whole periods of the past from our collective memory is divisive and unnecessary. In order to understand our complete history and where we are today, we have to tell it as it happened.

As a lawmaker, I believe it is incumbent upon us to preserve our state’s history, and I am grateful that Governor Ivey, in the face of criticism, stood up for the thoughtful preservation of Alabama’s history – the good and the bad. As father and grandfather, I am especially grateful she understood the importance of our children and grandchildren learning from the past, so they can create a better future.

State Senator Gerald Allen is a Republican from Tuscaloosa.

4 hours ago

Alabama working to become a top dive destination

Alabama already has the reputation as one of the best places in the nation to fish for saltwater species, especially red snapper.

Now, Alabama is striving to become one of the top destinations for divers to explore numerous wrecks, scuttled vessels and our state’s unparalleled artificial reef zones.

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The latest efforts to increase the awareness for dive enthusiasts occurred last week when the Alabama Marine Resources Division (MRD) scuttled a 102-foot tugboat, the Gladys B, in the Tatum-Winn North reef zone approximately 22 nautical miles south of Fort Morgan in 100 feet of water. The superstructure of the vessel is about 62 feet below the surface. The Gladys B was built in 1937 and donated to the MRD Artificial Reef Program by Steiner’s Shipyard from Bayou la Batre. The reef site coordinates are 29 53.635’N and 87 56.071’W.

On the same trip, MRD deployed approximately 200 concrete culvert pipes to enhance the old Tulsa wreck and the Radmore Pipe Number 1 site about 15 miles south of Dauphin Island and to create a new reef site about 25 miles south of Fort Morgan.

The next steps in the plans to provide habitat close to shore that may also attract dive enthusiasts from all over the U.S. will occur offshore and within yards of the Alabama shoreline.

The nearshore project includes circalittoral reefs, sometimes also called snorkeling reefs, that can be reached from the sandy beaches.

Craig Newton, MRD’s Artificial Reefs Program Coordinator, said bids were opened for the circalittoral reefs at three Gulf State Park beach access sites.

At those three sites, 166 reef modules will be deployed to provide habitat for a wide variety of marine life.

“We’re going to create four clusters of reef modules within the three circalittoral reef zones,” Newton said. “We anticipate we will have more activity at the Pavilion reef site, so we’re going to create two independent clusters of reefs at the Pavilion site. We will have one cluster of reefs at the Perdido site and one cluster of reefs at the Romar site.”

Walter Marine of Orange Beach won the contract to deploy the modules in the new zones, and that should happen sometime this year, Newton said.

“We were able to secure some more funds for this project and make it significantly larger than what the original grant proposal covered,” Newton said. “We are excited about that.”

Newton said the reefs, which will be about 475 feet from the shoreline, will be marked by large pilings on the beach. There will be no markers in the water. Signage on the beach will describe the project and include information on what marine life snorkelers might encounter on the reefs.

The offshore project will be the deployment of the New Venture, a 250-foot surveying vessel, which will be ready for final inspection by May 2018. Newton said the original plans included towing the vessel to Mobile to wait on a weather window to deploy the ship. Those plans have changed. Now the vessel will be towed to Venice, La. When the weather allows, the New Venture will be towed straight to the deployment site about 20 nautical miles south of Orange Beach in about 120 feet of water. The top of the superstructure will be 55 to 60 feet below the surface.

“We look to be about a month away from completing the deployment,” Newton said. “We had some engineering models on how the ship was going to sink. We had to add a couple of bulkheads within the interior of the ship to direct water to keep the ship stable as it’s going down. We want to do all we can to make sure the ship lands upright. We don’t want it to roll over.”

Creation of 15 acres of juvenile reef fish habitat is also scheduled. Limestone aggregate rocks from 8 pounds to 50 pounds in size will be deployed. Each reef site will be about an acre in size.

“The goal is to create habitat for juvenile reef fish,” Newton said. “We feel like there is a significant potential for production from this project. Hopefully, we can grow a few more reef fish. The juvenile habitat sites will go inside one of the 9-mile reef zones that were approved earlier this year. The timeline for this construction is about the same as the circalittoral reefs.

“We know we’re going to get some subsidence (sinking into the seafloor) with these rocks. But if we can get a decent amount of production from these reefs to offset the subsidence, then we feel like the project will be worth it.”

Marine Resources is also in the middle of an ongoing project to deploy 120 Super Reefs in the offshore reef zones. Two deployment trips have been made this year.

With all this reef activity progressing, the dive operators in Mobile and Baldwin counties hope to capitalize on this activity to increase awareness of the opportunities off the Alabama coast.

Several dive operators and tourism officials met recently at Orange Beach to work on a strategy to do just that.

In 2013, the dive business got a significant boost when The LuLu was deployed off the Alabama coast with much fanfare. Less than 24 hours later, divers swarmed the 271-foot vessel resting in about 110 feet of water.

“When we do something special, like this New Venture, the awareness and excitement starts all over again,” said Bud Howard of Down Under Dive Shop in Gulf Shores. “Just like when we sunk The LuLu. It was like ‘Wow.’

“With New Venture, we’ll get more advanced divers, technical divers and wreck divers. The interest in the New Venture has been burning my web page up.”

Down Under, which has a multi-passenger dive boat, has already made plans to dive the New Venture each Wednesday and Saturday, when weather allows, as soon as it is reefed.

Gary Emerson of Gary’s Gulf Divers in Orange Beach can carry six divers, the same capacity as Chas Broughton’s Underwater Works in Fairhope. Gulf Coast Divers in Mobile sells and rents equipment and refers divers to boat operators.

Emerson said an information campaign needs to be started to apprise boaters of Alabama’s dive-flag law, which requires a floating red-striped flag to be deployed in the area of the diving and snorkeling activity. Boaters are required to stay at least 100 feet away from the area marked by the dive flag.

The dive-shop owners expressed interest in adding more reefs in water no deeper than 60 feet to allow dive shops to offer more opportunities for new divers to gain certification. Certification dives are limited to depths no greater than 60 feet.

“We need locations with different depths to appeal to a wide range of divers,” Howard said. “We have people from all over the Midwest who come to Alabama because this is the closest place to them for diving opportunities. These people spend a lot of money when they’re here. I do think the snorkeling reefs are really going to help.”

Vince Lucido of the Alabama Gulf Coast Reef and Restoration Foundation echoed that last sentiment.

“When the snorkeling reefs get opened, that will be awesome,” Lucido said. “We’ll have access right off the beach.”

David Rainer is an award-winning writer who has covered Alabama’s great outdoors for 25 years. The former outdoors editor at the Mobile Press-Register, he writes for Outdoor Alabama, the website of the Alabama Department of Conservation and Natural Resources.

5 hours ago

Alabama Sen. Doug Jones could be a deciding vote in Pompeo confirmation

With Sen. Rand Paul (R-Ky.) publicly opposed to CIA Director Mike Pompeo’s confirmation to be Trump’s secretary of state, Pompeo is seeking to win votes from Democratic U.S. Senators to get across the finish line.

Among the possible Democratic targets for Pompeo are Sen. Joe Manchin (D-W.Va.), Sen. Heidi Heitkamp (D-ND) and Alabama’s own Sen. Doug Jones (D-Mountain Brook).

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At a town hall meeting for University of Alabama students in Tuscaloosa last week, Jones addressed the Pompeo matter and explained how he sought to follow in the footsteps of one of his predecessors, former Alabama Sen. Howell Heflin.

“I start with any presidential nomination with a needle in favor of the president,” Jones said. “I go back to my role as a staff member for the late Sen. Howell Heflin from Alabama.”

According to Jones, Heflin began with a view of the confirmation process in favor of the nominee.

“As chief justice [of the Alabama Supreme Court], he always felt constitutionally bound that his role and his view that the president should be given the benefit of the doubt with regard to nominations,” Jones said. “However, that does not mean that it would take a lot to move that needle back. If you do the appropriate work, you can figure this out and determine for yourself whether or not a nomination is qualified, whether or not they’re going to uphold the law. And that will mean voting for someone that I did not personally agree with and would not have personally appointed if I were king or I were president.”

At the time the Tuscaloosa event on April 13, Jones had not met with Pompeo. A representative from Jones’ office told Yellowhammer News Jones and Pompeo met on Thursday.

“He has been making the rounds on Capitol Hill,” Jones said. “He has not made it to my office yet. I fully expect him to at some point. I want to reserve my judgment on him. He has been confirmed once.”

Critics of Pompeo have opposed his confirmation on the grounds of his view on U.S. involvement in the Middle East and the use of “torture” as a means of interrogation.

“I have heard and understand the criticism and concerns and I want to talk to him about it,” Jones said.

For the time being, Jones remains non-committal on the confirmation, especially given he was not a U.S. Senator when Pompeo was confirmed to be CIA director in 2017.

“The jury is out for me at this point as a freshman senator that didn’t have the benefit of voting on him the last time,” he said.

@Jeff_Poor is a graduate of Auburn University and is the editor of Breitbart TV.

Editor note: This story was updated to reflect Jones had met with Pompeo two days earlier per Jones’ office.

6 hours ago

University of Montevallo breaks ground on new Center for the Arts

The University of Montevallo this week held the groundbreaking for its new multi-million-dollar Center for the Arts.

The 36,000-square-foot facility will allow the College of Fine Arts at UM to provide a more comprehensive teaching and learning space giving fine arts programs a location to collaborate more across disciplines.

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“This facility is to create a new kind of environment that draws together students and faculty from all of the departments,” said Dr. Steven Peters, dean of the College of Fine Arts. “Our students and professors will have the opportunity for more conversations across disciplines in the arts and encourage more high quality, specific and interdisciplinary activity. This will be a creative engine for discovery and innovation.”

The Center for the Arts will provide opportunities for campus and community use with the following key features:

• Performance venues and hospitality space
• University art gallery
• Theatre Department offices and multipurpose classrooms and studios
• Multi-use digital fabrication lab
• Scene design and wardrobe shops along with versatile storage spaces

“I am thrilled that we, at Davis Architects, have been fortunate to work with the University of Montevallo and their outstanding theatre, music and art faculty and staff to bring to reality this wonderful new facility that they need and deserve,” said Don Cosper, Davis Architects.

The performance venue will include a 350-seat theater with state-of-the-art acoustics and technology for music concerts and theater performances, a 100-seat black box theater and a courtyard suitable for outdoor performances and receptions. Overall, the Center is a $25 million investment for the University.

“It’s exciting to be part of a historic project for the University of Montevallo,” said Ken Upchurch, TCU Consulting Services, LLC. “Working with Dr. Stewart on this project to connect the University, the arts, and the Montevallo community has been a true pleasure.”

The additional classrooms and labs will serve as a major asset for the University of Montevallo’s college’s recruitment program.

“This new Center for the Arts will be a state-of-the-art facility able to accommodate growth including up to 150 students in the fine arts programs over the next five years,” said Dr. John W. Stewart III, president of the University of Montevallo. “The cross function of disciplines under one roof will provide students with more marketable skills for their future occupations.”

Not only will the new Center for the Arts serve to promote integrated thinking within the University, it will also act as an artistic hub for the community.

“The facility will immerse students’ experiences in the arts,” said Peters. “The impact on the University of Montevallo, the Shelby County community and our university will be endless.”

The College of Fine Arts’ work focuses on creativity — but not only on creativity: the school’s mission includes integrating undergraduate education with arts advocacy and leadership, diversity and inclusion, engagement with social and cultural issues and partnership with individuals and organizations locally and regionally. University of Montevallo faculty and staff, as well as Shelby County leaders believe this new facility will prepare students to join the next wave of professional artists, performers, musicians, arts educators and communication experts.

“This beautiful new facility will benefit Shelby County and the State of Alabama as a whole,” said Alex Dudchock, Shelby County Manager. “We are taking the business approach to attract national and regional talent. Our goals include student retention and growth, as well as working to keep Montevallo graduates staying in Shelby County.”

Regardless of major, students are being guided to find their own creative signature, to discover what kind of independent thinkers they are, how they are uniquely creative, how they can become more thoughtful communicators and problem-solvers and how they can become more productive, creative collaborators. By doing so, the community is endeavoring to build the 21st century creative workforce at this beautiful place called Montevallo in the heart of Alabama.

“The College contributes to the development of intellectual curiosity, artistic depth and breadth. It provides a solid liberal arts foundation and professional training according to the highest standards to prepare our students to pursue the career trajectory they may choose,” said David Wheeler, Board of Trustees, University of Montevallo. “For us, an education in the arts is central to the academic mission of UM since it is a kind of liberation—a framework for creative interaction with the world.”