Conducted at:

Samford University

Location:

Samford University

BSOB Cooney Hall

Room 229

800 Lakeshore Drive

Birmingham AL, 35229

Directions

Dates and Time:

Tuesday, January 27th and February 3rd

or

Thursday, January 29th and February 5th

All sessions:

6:00 to 9:00 pm

This event is not sponsored by Samford University.

Passport to Retirement contains something for everyone, addressing the financial issues that may be an obstacle to your retirement.

Led by a Certified Financial Planner, the information you learn will serve you throughout your lifetime. 

Here’s what’s included:

  • Determine the amount of money you need to retire
  • Understand how inflation can impact your retirement planning decisions
  • 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
  • Attend with spouse, partner, or guest at no additional cost
  • Take-home course textbook
  • Optional 1-1 consultation

Enroll Today

If you have any issues submitting your payment or questions about registration, please call us at 205-408-3007.

Meet Your Instructor:

Christian Foster, CFP®, Senior Wealth Advisor

Tyler McGuire CFP®, Senior Wealth Advisor

Questions? Give us a call at 205-408-3007.

Your instructors, Christian Foster, CFP® and Tyler McGuire, CFP® are Registered Representatives and Investment Advisory Representatives with Diversified LLC. Diversified LLC is an investment adviser registered with the U.S Securities and Exchange Commission (SEC). Supervisory office: 3705 Concord Pike, Wilmington DE 19803 (302)765-3500. SEC registration does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial planning and Investment advisory services offered through Diversified, LLC.