Social Security Claiming Decisions
Ken Fish, Regional Vice President
Touchstone Investments
This presentation will address the common misconception that all social security claiming strategies were eliminated as of May 1, 2016. In fact, there is one strategy that is still available and this session will explain how it works, how it may generate extra Social Security income, and who is qualified to use it.
Learning Objective:
At the end of this session, advisors will understand the importance of Social Security claiming strategies when advising clients on how best to position themselves financially for retirement.
Level of Complexity:
Intermediate
Wealth & Estate Planning Case Study
Byrke Sestok, CFP®, Co-Founder
Rightirement Wealth Partners
This
interactive case study will focus on the wealth and estate planning needs of a multi-generational family comprised of elderly parents, their middle-aged children and grandchildren. For the elderly parents, key planning factors to be considered include tax management, risk management, investment management, elder care planning, and estate planning. For the children, key factors will be tax management, risk management, investment management, retirement planning, and estate planning. Client data sheets and charts illustrating LTC/life insurance solutions and Roth conversion options will be provided.
Learning Objectives:
At the end of this session, attendees will
(1)
understand the need to bring together multi-generations of a family when it comes to wealth and estate planning, (
2) b
e aware of the role that family dynamics may play when working with multi-generations of a family, and
(3)
understand the key planning factors unique to each generation that need to be considered to ensure a comprehensive financial plan is designed to meet their needs.
Level of Complexity:
Intermediate
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Many Thanks to Our Program Sponsor!
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represented by
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Wednesday, March 27
Secrets of Success Luncheon Event, Monroe
Wednesday, May 1
JFP Discussion Group, New Canaan
Wednesday, May 15
NexGen+ "After Hours" Networking Event, Westport
Wednesday, May 22
Secrets of Success Luncheon Event, Monroe
Wednesday, June 12
Chapter Scholarship Awards & Educational Dinner Meeting
Dates/Times/Topics Subject to Change.
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When:
5:30pm-8:00pm
Wednesday, March 20
Where:
Giovanni's II
(The Waters Edge)
2748 Post Road
Darien,
CT 06820
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Dinner Meeting Registration Fees
FPA CT-Fairfield County Season Pass Members:
N/C
(advance registration required)
Other FPA Chapter Members:
$45 Advance
($55 at door)
Non-Members:
$55 Advance
($65 at door)
Students:
$30 Advance
($35 at door)
to download/print registration form.
Questions, c
ontact
Lori Somerville at
Registration Deadline: Monday, March 18
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Register Today for the
35th Annual
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Wednesday, April 24
AquaTurf Club, Plantsville
Earn up to 7 CFP and 4 CT Insurance CEUs!
Early Bird Registration Ends 3/31/19.
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FPA Statewide Chapter Events
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For information on events presented
by all three FPA Chapters in Connecticut,
please visit our website at
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