Smart Decisions Approaching Retirement

Dinner Presentation for Physician Families Approaching Retirement

August 16th, 2018

6:00PM

Medical Society of Mobile County

2701 Airport Blvd Mobile, AL 36606

Seating is Limited - Please RSVP

DETAILING:

• How to get a clearer idea of your expenses
• Evaluating your consistent income sources
• Ways to consider repaying debt
• Whether to continue maintaining cash liquidity
• Ways to plan for long-term care
• Re-evaluating your insurance coverage
• Taking a second look at your asset allocation
• Reviewing your charitable giving strategies
• Reviewing your estate plan
• Whether you should consider semi-retiring prior to full retirement