Dollars and Sense of Retirement
You’re invited to join us for a very informative session that will help bring practical and financial clarity to what many feel is a confusing industry. We will break down the benefits and common misconceptions that many retirees have when taking the next step of looking to the future.
Our speakers, Regions Bank Financial and Wealth experts, combined knowledge of serving seniors will provide answers to some of the most common and complex questions. We will also be joined by Chad Carter, our President and CEO who will discuss how these topics align with the Life Plan Community.
Some Key Topics of discussion include:
- Managing money through retirement
- Optimizing cash flow for current needs
- Legacy planning for beneficiaries
- Introduction to and cost-benefit of a Life Plan Community
Please join us and be part of this engaging discussion.
A plated hot lunch will be provided.
Please RSVP here or through the registration link on this page as seating is limited.
Speakers
-
Chad Carter - Kirkwood by the River
-
Charlie Sexton - Regions
-
Hollins Rush - Regions
-
Ryan Nast - Regions