Melbourne Section Life & Consultant Members Financial Seminar & Italian Dinner Buffet
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-04:00) Eastern Time (US & Canada)
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- Knights of Columbus Hall
- 2150 Dairy Road
- West Melbourne, Florida
- United States 32904
- Room Number: Snap Room
- Contact Event Hosts
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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-04:00) Eastern Time (US & Canada)
- No Admission Charge
Speakers
Anne J. McPhee, J.D., LL.M of Studenberg Law
ESTATE PLANNING
ESTATE PLANNING - Details Pending
Email:
Address:Florida, United States
Elizabeth Oros
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
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