08
Feb
Retirement Planning Today - Being held at Southern Methodist University
Description
This course consists of of two 3-hour sessions.
Learn how to:
- Tuesday - Feb. 8 6:30PM to 9:30PM
- Tuesday - Feb. 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
February 8 - February 15, 2022
6:30p - 9:30p CST
Location
Southern Methodist University - Hughes-Trigg Student Center | Atrium Building | Room 220
3140 Dyer St.
Dallas ,
TX
75205