Description
Join us at Vestavia Hills Library in the Forest (Community Room) from 6-8pm.
This course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience. Learn about important financial topics such as:
- planning your retirement income to preserve a comfortable lifestyle.
- identifying the primary threats to your retirement savings.
- evaluating and planning for health care, long-term care, incapacity, and end-of-life decisions.
Your learning doesn't end when class is over. Everyone enrolled in this course receives a complimentary one-on-one strategy session with their instructor as a class extension.
- During this session, you'll have the opportunity to discuss your personal situation, ask questions about topics covered in class, and explore practical ways to apply the strategies you've learned. This individualized conversation is designed to help you move from education to action with greater confidence and clarity.
- There is no additional cost for this session.
Date and Time
Tue, Sep 22, 2026
6:00p - 8:00p CST
Location
Vestavia Hills Library in the Forest (Community Room)
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Iter Financial Wellness and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.