Register Today

For a Financial Education Course

Financial Strategies for a Successful Retirement

Tuesdays Oct 18 and 25 at 6:30 PM

Samford University,
Cooney Hall, Room 239
800 Lakeshore Drive
Birmingham, AL 35229

All sessions begin at 6:30 p.m. and will conclude no later than 9 p.m. Tuition fee is $39 and comes with a workbook.

Thursdays Oct 20 and 27 at 6:30 PM

Samford University,
Cooney Hall, Room 239
800 Lakeshore Drive
Birmingham, AL 35229

All sessions begin at 6:30 p.m. and will conclude no later than 9 p.m. Tuition fee is $39 and comes with a workbook.

Prepare for Retirement

Preparing for retirement may be the single, most important financial challenge you face today!

Over the past few years, many people have had to postpone retirement. Changes in the economy, the demise of traditional pensions, higher healthcare costs, and eroding purchasing power – even the overall affordability of retirement – are factors that are driving people to work harder and longer.

Financial Knowledge

The Financial Strategies for Successful Retirement course focuses on concepts and strategies to help you spend your retirement comfortably and in control of your finances. Topics range from managing cash flow and taxes to reducing the risk of losing money in a market downturn, protecting your assets from high healthcare costs, to generating income in retirement.

Who Should Attend

Whether you are nearing retirement, already retired, or accumulating money for retirement, you can benefit from a wealth of real-world information and financial strategies. The course material is relevant to anyone – regardless of income, occupation, or age. 

Financial Strategies for Successful Retirement has been conducted in colleges and universities throughout the United States since the 1990s and continues to be one of the most comprehensive financial seminars available to adults.

Take charge of your finances and learn ways to help:

  • ZMake your dollars go further
  • ZInvest to enhance growth potential and stability
  • ZUse 401(k)s and IRAs to save for retirement
  • ZMake wise use of employer-provided benefits
  • ZReduce your tax liability with tax-advantaged strategies
  • ZAssess your retirement income needs and develop a plan
  • ZProtect yourself and your family from economic hardship
  • ZMake sound retirement plan distribution decisions
  • ZProvide for your family and heirs
  • ZPreserve your standard of living in retirement

Financial expert

Jim Rasberry

A resident of Laurel, Mississippi, Jim graduated from the University of Southern Mississippi with a degree in Business Administration. He holds FINRA licenses 6,7,63,66 and a Mississippi Life and Health Insurance license. 

In 2002, Jim founded Rasberry Financial Services, which has become a premier firm in the Southeast offering investment and retirement planning services to personal clients and businesses. Jim has been named a “Leader in Finance” by the Mississippi Business Journal. Jim is also partner in a historic real estate development firm and partner in the Laurel Mercantile Co.

Jim is passionate about his community and is the former Chairman of the Economic Development Authority of Jones County. He is a founding member of Laurel Main Street which promotes business development in downtown Laurel. Jim has served on the Laurel School District board of trustees and can also be seen in the HGTV hit show, Home Town, which chronicles the rebirth of a small town in Mississippi. This involvement has spurred the topic of “Downtown Comeback” as nationally recognized content that educates, inspires, and motivates others to get involved with saving America’s small towns and understanding the value of “Made in the USA”. The team of Napier, Nowell, and Rasberry have renovated over 70 homes in Laurel’s historic district and over 65,000 square feet of commercial space in the downtown business district.

  Jim and his wife, Mallorie, have two daughters, Lucy and Lottie. The Rasberry’s have called downtown Laurel home since 2009.

Registration

Financial Strategies for a Successful Retirement (AL)

Instructor: Jim Rasberry - Rasberry Producer Group. Tuesdays Oct 18 and 25 or Thursdays Oct 20 and 27 6:30 pm. Tuition is $39 per couple and includes a workbook. You must register before the first session and can pay the tuition in person at the first class.
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Retirement Course
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