Passport to Retirement: AL

  • 800 Lakeshore Drive, Birmingham AL 35229

Passport to Retirement contains something for everyone, addressing the financial issues that may be an obstacle to your retirement.

Led by a Certified Financial Planner, the information you learn will serve you throughout your lifetime. 

Here’s what’s included:

  • Determine the amount of money you need to retire
  • Understand how inflation can impact your retirement planning decisions
  • 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
  • Attend with spouse, partner, or guest at no additional cost
  • Take-home course textbook
  • Optional 1-1 consultation

 

Conducted at:

Samford University

Location:

Samford University

BSOB Cooney Hall

Room 229

800 Lakeshore Drive

Birmingham AL, 35229

Directions

 

Dates and Time:

Tuesday, October 7th and 14th

or

Thursday, October 9th and 16th

 

All sessions:

6:00 to 9:00 pm

 

This event is not sponsored by Samford University.

 

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