Tuesday, March 8, 2016 | 6:00pm - 8:00pm
Have you recently retired, or do you plan to retire within the next 5 years? Learn how to take control of your finances and position yourself for a brighter retirement with this two-part course. Join Jay Godfrey, AAMS®, CRC®, and Matt Mazurek, CFP®, of Robert W. Baird & Co., as they prepare you to face the challenges and enjoy the rewards that retirement can bring. This course uses examples, exercises, and case studies to cover topics such as assessing the costs of retirement, setting goals, identifying income sources, investing, managing taxes and required minimum distributions, assessing insurance needs, providing for family and heirs, and more. Course includes a workbook and an opportunity to sign up for a complimentary one-on-one meeting with a Certified Financial Planner (CFP®). By the end of the course you will understand what your key areas of concern are and have a better idea of what you need to do to improve your retirement future.
Location:
Birmingham Next