Melbourne Section Life & Consultant Members Financial Seminar & Italian Dinner Buffet

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DO NOT MISS THIS ESTATE AND FINANCIAL PLANNING SEMINAR & ITALIAN DINNER BUFFET

There are a lot of obstacles and pitfalls on the road to financial security.  We've lined up two guest speakers to help you navigate the road ahead.


BASICS of ESTATE PLANNING - We will discuss various estate planning vehicles, including Will and Trusts along with other necessary "lifetime" documents for legal, financial and medical decision making in the event you become incapacitated.  Also, learn what probate means and more importantly, how to avoid it!!!

RETIREMENT FINANCIAL PLANNING - What happens after the Paychecks stop?  We'll explore how to budget for retirement income, discuss strategies to provide for your goals and address potential risks such as long term care and health costs.



  Date and Time

  Location

  Hosts

  Registration



  • Date: 20 Oct 2021
  • Time: 06:30 PM to 09:00 PM
  • All times are (UTC-05:00) Eastern Time (US & Canada)
  • Add_To_Calendar_icon Add Event to Calendar

Join us virtually for this informative financial session by clicking the following link:

Google Meets:

meet.google.com/jho-fwsj-rps?authuser=1

Phone numbers: +1-563-316-2538  Pin Number: 815 000 556#

 

  • Knights of Columbus Hall
  • 2150 Dairy Road
  • West Melbourne, Florida
  • United States 32904
  • Room Number: Snap Room

  • Mary Flavin                 mary.flavin@ieee.org                   321-961-2512

    Bob Featheringham    bfeathernj@comcast.net              732-539-5054

    Hermann Amaya         hermann.amaya.us@ieee.org       727-543-1308

  • Co-sponsored by Hermann Amaya
  • Starts 30 September 2021 12:00 PM
  • Ends 20 October 2021 12:00 PM
  • All times are (UTC-05:00) Eastern Time (US & Canada)
  • No Admission Charge


  Speakers

Anne J. McPhee, J.D., LL.M of Studenberg Law

Topic:

ESTATE PLANNING

ESTATE PLANNING - Details Pending

Email:

Address:Florida, United States

Elizabeth Oros

Topic:

RETIREMENT PLANNING

Retirement: What happents after the paychecks stop?

Email:





Agenda

6:30 - 7:00pm       Arrival; Refreshments

7:00 - 8:00pm       Presentation, Dinner & Q&A - ESTATE PLANNING

8:00 - 9:00pm       Presentation, Dinner & Q&A - RETIREMENT INVESTMENTS

9:00pm                 Seminar Conclusion



Get your Estate Planning and Retirement Investment questions and concerns addressed at this professional seminar.  Dinner Buffet and refreshments provided by Leaning Tower Fine Italian Cuisine at no cost to seminar guests



  Media

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