Broker Check
09 March
Retirement Planning Today - Being held at Rice University (Houston)


This course consists of two 3-hour sessions. We are offering two different dates for the second class.
  • Thursday- March 9    6:30PM to 9:30PM
  • Wednesday- March 15       6:30PM to 9:30PM
$49 Registration - Call to register, space is limited! Please call Abby at 214-239-4715

Learn how to:
  • 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

Date and Time

March 9 - March 15, 2023

6:30p - 9:30p CST


Rice University | Lay Student Center | Farnsworth Pavillion

6100 Main Street
Houston 77005
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Event Registration