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™.
BIRMINGHAM OFFICE
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.
Monday, October 7
5:30 pm to 6:30 pm
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.
Tuesday, October 22
5:30 pm to 6:30 pm
Session 3: Protecting the Nest Egg
You have worked hard and saved for retirement.
Protecting the Nest Egg explores factors to consider to help
safeguard your earnings and retirement plan.
Tuesday, November 12
5:30 pm to 6:30 pm
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.
Tuesday, November 19
5:30 pm to 6:30 pm
All Birmingham sessions held in the Bridgeworth Birmingham office at:
3800 Colonnade Parkway
Suite 300
Birmingham, AL 35243
BRIDGEWORTH HUNTSVILLE
Session 1: Protecting the Retirement Nest Egg
You have worked hard and saved for retirement.
Protecting the Nest Egg explores factors to consider to help safeguard your earnings and retirement plan.
Tuesday, October 1
5:30 pm to 6:30 pm
Register Now
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.
Tuesday, October 22
5:30 pm to 6:30 pm
Register Now
All Huntsville sessions held at
Bryant Bank
4th Floor
320 Pelham Ave SW
Huntsville, AL 35802
Attend any or all sessions. This series is open to the public and there is no charge.
However, seating is limited.
To register for Birmingham sessions:
email Lynne Monk, office administrator, at [email protected] or call 205.208.8700.
To register for Huntsville sessions:
email Jayne Beshirs at [email protected] or call 256.970.6888
Bridgeworth, LLC is a registered investment advisor.
1-751343.0718