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Smart Decisions Approaching Retirement

Smart Decisions for Physician Families Approaching Retirement

Dinner Presentation for Physician Families Approaching Retirement

August 16th, 2018


Medical Society of Mobile County

2701 Airport Blvd Mobile, AL 36606

Seating is Limited - Please RSVP


  • 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