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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

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