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Retirement Prep 101

This Presentation is Intended to Help Those Retiring within the Next 10 Years.  Topics of Discussion will Include:

  • Making the Work to Retirement Transition
  • Medicare
  • Life Insurance Coverage in Retirement
  • Estate Planning
  • Planning for Long-Term Care
  • Social Security
  • Retirement Lifestyle Expense Planning
  • Portfolio Utilization Risks & Strategies

This special financial education dinner will be held on:

Monday, February 11th, 2019

Medical Society of Mobile County Office

5:45 Opening Reception

Dinner Event to Start at 6:00PM

Spouses are encouraged to attend.  Seating is limited.  

Retirement Prep 101 RSVP