If you’re seeking practical and applicable insight on retirement planning, this workshop is for you!
Who should attend?
Anyone who is preparing to retire soon and wants professional advice in crafting a well thought-out retirement strategy.
Understanding the big picture is critical when planning for a successful retirement. The proper integration of tax, legal, healthcare and income planning is necessary in a successful retirement strategy. During this 3 night event, we’ll dig beneath the surface to discuss those items with a team of local professionals including a CPA, Financial Advisor, Estate Planning Attorney, and Medicare expert.
-How to effectively coordinate your retirement income streams
-How to maximize your after-tax income through creative tax strategies
-How to make the best decision on Social Security
-How to make sense of your healthcare coverage options
-How to make sure retirement assets and income is legally protected
-The right way to plan your estate
-How to sort through all of the conflicting investment advice
At the conclusion, we’ll leave plenty of time for questions.
Join us as we explore retirement planning like you’ve never heard before.
Owner, Carroll Investment Management
Attorney, Ross & Shoalmire
Owner, Sarah Berry CPA
VP, The Barnette Agency Inc.
3 Tuesday Nights:
April 5th, 12th & 19th
Business & Computer Technology Building
Room: Levi Hall
CAMPUS MAP BELOW
How To Register
Our registration is a little different than it has been for our previous classes. There are three different ways to make sure that your seat is saved:
1. The most popular way is, to contact us at 903-793-4014. We will gather a little bit of information from you and mail you a registration form along with a return envelope. We will take care of the hassle of returning it to the college for you.
2. The Continuing Education department welcomes walk-in registrations for this class. Their physical address and phone number is:
2500 North Robison Road
Texarkana, TX 75599
3. You may register online from the convenience of your home. Once you follow all of the Steps in the link below, your seat will be saved for this free and very informative class!