Maryville College – Bartlet Hall Room 101 | Maryville, TN

Learn about important financial topics such as:

 
• Determine the amount of money you need to retire

 

• Create your own goals for a “successful retirement”

 

• Eliminate debt and improve cash flow

 

• Properly convert your IRA to a Roth IRA

 

• Select the retirement plan distribution choice that is right for you

 

• Plan your retirement income to preserve a comfortable standard of living

 

• Transfer the risk of potential financial losses before or during retirement

 

• Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Tuition: $49 per couple