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The transition to retirement and the accompanying move from “saver” to “spender” can cause anyone anxiety. You are likely asking questions such as:

  • “Can I afford to retire and remain financially independent?”
  • “When should I take Social Security benefits?”
  • “How exactly do I get money out of these accounts?”
  • “How much can I safely withdraw without running the risk of running out of money?”

There are many questions that pop up when thinking about retirement. From healthcare expenses to applying for Social Security benefits, there are numerous factors to consider. And a retirement plan is not a “set-it-and-forget-it” kind of thing. Things change; there are market shifts, changes in tax laws, and changes in your own life that could have an impact on your plan.

Before you begin planning for your retirement, we invite you to join us for a four-part introductory series on planning for retirement led by Bridgeworth CERTIFIED FINANCIAL PLANNERS™.


Session 1: Tips for a Smooth Transition into Retirement
What makes retirement enjoyable is unique to each person.
This session examines the non-financial side of retirement: purpose, relationships, health, etc.

Patti Black, CFP®
Tuesday, February 12
5:30 pm to 6:30 pm

Register Now


Session 2: Creating a Paycheck in Retirement
Many retirees have questions about how they are actually paid during retirement.
This session discusses creating income streams for use during retirement.

Jenny Sneed, CFP®
Tuesday, February 26
5:30 pm to 6:30 pm

Register Now


Session 3: Protecting the Nest Egg
You have worked hard and saved for retirement.
Protecting the Nest Eggs explores factors to consider to help
safeguard your earnings and retirement plan.

Zach Ivey, CFP®, CFA, ChFC®
Tuesday, March 12
5:30 pm to 6:30 pm

Register Now


Session 4: Leaving a Legacy
What do you wish to leave for children, grandchildren, or maybe a favorite nonprofit?
Leaving a Legacy discusses how to approach this process as well as common mistakes that could prevent you from leaving the legacy you intended.

Jonathan Millican, CFP®
Tuesday, April 2
5:30 pm to 6:30 pm

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All sessions held at the Bridgeworth Birmingham office:
3800 Colonnade Parkway
Birmingham, Alabama 35243

Attend any or all sessions. This series is open to the public and there is no charge. However, seating is limited. To register, email Lynne Monk, office administrator, at [email protected] or call 205.208.8700.

Bridgeworth, LLC is a registered investment advisor.

Bridgeworth is now a part of Savant Wealth Management as of 11/30/2023. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois.