• Determine the amount of money you need to retire
• Create your own goals for a “successful retirement”
• Eliminate debt and improve cash flow
• Properly convert your IRA to a Roth IRA
• Select the retirement plan distribution choice that is right for you
• Plan your retirement income to preserve a comfortable standard of living
• Transfer the risk of potential financial losses before or during retirement
• Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
Tuesday, October 12, 2021 at 6:30pm to 9:30pm
Collat School of Business, 153
710 13th Street South, Birmingham, AL 35233
Alumni & Donors, Current Students, Faculty & Staff, General Public
$49 for 2 sessions
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