09
March
Retirement Planning Today - Being held at Rice University (Houston)
Description
This course consists of two 3-hour sessions. We are offering two different dates for the second class.
Learn how to:
- Thursday- March 9 6:30PM to 9:30PM
- Wednesday- March 15 6:30PM to 9:30PM
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
Location
Rice University | Lay Student Center | Farnsworth Pavillion
6100 Main Street
Houston
77005