Passport to Retirement: AL January 2026

Passport to Retirement: AL January 2026

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, January 27th and February 3rd

    or

    Thursday, January 29th and February 5th

    All sessions:

    6:00 to 9:00 pm

    This event is not sponsored by Samford University.