Please join your fellow alumni and friends of the new center for business education - Robert B. Rowling Hall - for an engaging and informative workshop to help you plan for the future. This will be a two part class held on Tuesday, November 6th and Thursday, November 8th, 2018.
Daniel Caswell, CPA, BBA Class of 1984, will conduct a workshop to educate and inform Mc
Combs alumni about smart ways to build 100% confidence that you will not run out of money. We will provide tools and strategies you can apply to your own plan now that will really make a difference.
The workshop topics we will be working on include:
Section 1: The New Reality in Our retirement.
Section 2: The Risk of Increasing Tax Rates
Section 3: Income Planning in Retirement
Section 4: The New Reality in Our Social Security Benefits
Section 5: Helping Protect Against Market Loss
Section 6: The New Reality in Our Estate Planning
Section 7: The New Reality in Our Long-Term Care Planning
Section 8: How to apply smarter tools and techniques to better address these areas in your plan.
Parking is free at the AT&T Executive Education and Conference Center located at 1900 University Ave, Austin, Texas 78705. Please bring your parking ticket to the event.