Retirement Income Planning

Session 2: MARCH 12 – April 30, 2018

Monday, 6:30 – 8:00 PM

Moving from accumulating savings for retirement to taking distribution from investments can be challenging. Especially in light of risk factors such as longevity, taxes, inflation, healthcare and the social security system.  This class will address strategies to reduce some of these risks by reducing taxes and how to plan for life’s expected as well as unexpected. Relatively new, a “phase retirement program” will be visited to see if it may be a good fit for those attending this workshop.  If you want to feel confident with your retirement plan, you don’t want to miss this class!

 

Tuition: $250.00


Instructor

Brenda Dozier, Ph.D., CDFA | brenda@infinityfinpartners.com

Dr. Brenda Dozier earned her undergraduate degree from the University of Alabama and her master’s and doctoral degrees at Auburn University. As a retirement specialist, Brenda helps individuals and couples design a plan that will insure they do not outlive their money. As a CDFA, or Certified Divorce Financial Analyst, at her business Moneywise Divorce, Brenda is highly equipped to help insure divorce settlements are equitable for her clients in the present and future. She is an author (For the Children’s Sake: Parenting Together after the Marriage Ends, and Two-Home Families: A Family System Approach to Divorce Therapy), a national speaker, expert witness for court, and a divorce mediator. Dr. Brenda Dozier has also taught graduate students at Troy University and Columbus College.