June 9, 2015 Education/Networking Event

featuring

Kenn Tacchino

Join us for a morning of education and networking. We're coming to Delaware County and we hope that if you live and/or work in this area you will be able to join us.

Agenda:

7:30-8:30 a.m. - Full Buffet Breakfast and Networking

8:30-9:30 a.m. - "Jewelry at Risk: Does Your Valuables Coverage Meet the Gold Standard?"
- presented by Casimer Thomas, Assistant Vice President for ACE Private Risk Services
Approved for 1 hour of CFP� CE and approved for 1 hour of PA Insurance CE.

Prices for gold, silver, and platinum have risen dramatically over the past decade, outpacing many other asset classes. From January 2000 to January 2010, the price of gold quadrupled, and the prices of silver and platinum more than tripled. While most investors in precious metals may track prices closely on a daily basis, they are unlikley to consider how much their jewelry, silverware, and other collectibles have appreciated in value.

9:40-10:40 a.m. - "Rollover Decisions and Strategies"
- presented by Kenn Tacchino, JD, LLM, RICP, Professor of Taxation and Financial Planning, Widener University
Approved for 1 hour of CFP� CE, 1 hour of PA Insurance CE Pending

Kenn will discuss a variety of practical considerations surrounding rollover decisions. We will first systematically evaluate whether a rollover when changing jobs is appropriate for the client's situation. We will look at what governmental and industry leaders are saying about whether a rollover is in the client's best interests and then we will examine a process to evaluate the decision, which is sure to become a "best practice" for you. We will also examine whether a client should accept a lump-sum payout when a de-risking offer is made by their plan sponsor. Some factors in the decision whether to keep the employer annuity or invest rolled over funds may surprise even experienced financial planners. The session also analyzes whether the rollover as business start-ups strategy (ROBS) should be considered. We will conclude with a quick review of this year's law change concerning the revised "one-rollover-per-year rule".