Broker Check
26 Jan
Retirement Planning Today - Being held at Southern Methodist University


This course consists of two 3-hour sessions. We are offering two different dates for the second class.
  • Thursday - Jan. 26    6:30PM to 9:30PM
  • Tuesday- Jan. 31       6:30PM to 9:30PM
$49 Registration - Call to register, space is limited! Please call 972-427-5070

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

January 26 - January 31, 2023

6:30p - 9:30p CST


Southern Methodist University - Hughes-Trigg Student Center | Atrium Building | Room 220

3140 Dyer Street
Dallas , TX 75205
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Event Registration