May 2, 2017 ­­– Philadelphia

SugarHouse Casino
1001 N Delaware Ave
Philadelphia, PA 19125
877-477-3715

Brett offers the latest insights on discussing the following with your clients::

• Starting a second career or working part-time
• Pursuing personal interests/volunteer work
• Planning for a longer life expectancy and the associated health care/living costs
• Possible need for financial support of adult children and/or the retirees parents (negative inheritance)
• Changes in Social Security and Medicare
• Receiving a Pension vs Rolling it to an IRA / single life vs other pension options
• Protecting tangible assets such as home, vacation home, and/or rental properties
• Maintaining proper estate documents
• Deciding on the legacy you wish to leave
• And much, much more!

10 CFP CE credit hours and 10 state CE credits for PA, NJ, DE and MD

Price:

$475 for non-Audio insights and FPRC members, $425 for members.  To become a member, Click Here.

Includes presentation, lunch and snacks throughout the day as well as a cocktail/networking reception afterwards.