Your journey to financial
wellness starts here.

At Iter Financial Wellness, our mission is to empower you with the tools and knowledge to create a brighter financial future. Join us for one of our upcoming classes, designed to enhance your financial literacy and provide practical insights for achieving your goals. Investing in your financial education is an investment in your future. Take the first step by attending one of our informative sessions and learn how to plan confidently for tomorrow.

This complimentary workshop focuses on the concerns, questions, and decisions facing today's retirees and those preparing for retirement. Whether you're planning years in advance or looking for answers to immediate financial questions, you'll gain practical insights to help you make confident decisions about your future. 

In this workshop you'll learn:

• Will my money last? Learn strategies for creating a retirement income plan designed to support the lifestyle you've worked so hard to build.
• Managing investments before and during retirement. Understand how your investment strategy may need to evolve as you transition from saving for retirement to living in retirement.
• Understanding Social Security. Learn the basics of claiming strategies, timing considerations, and how Social Security fits into your overall retirement income plan.
• Understanding taxes in retirement. Discover how taxes can impact your retirement income and explore strategies that may help you keep more of what you've earned.
• Estate planning essentials. Gain a better understanding of wills, powers of attorney, healthcare directives, beneficiary designations, and other important planning documents.

Registration includes a complimentary CLASS EXTENSION STRATEGY SESSION - a private meeting with your instructor(s) following the workshop. This personalized session gives you the opportunity to ask questions about your own situation, discuss how the concepts from class apply to your retirement goals, and receive guidance on potential next steps.

two options. Same time. same location. 

• Option 1: Thursday, September 17^th 2026 | 6:00 - 8:00 pm 
• Option 2: Tuesday, September 22^nd 2026 | 6:00 - 8:00 pm

Vestavia Hills Library in the Forest | 1221 Montgomery Highway, Vestavia Hills, AL 35216

There is no cost to attend, but registration is required.