PLEASE JOIN US!
As a financial planning professional, you appreciate and believe that financial planning has the power to improve lives. Have you ever wondered how other caring professionals dispense advice, both technical and behavioral, for their clients’ benefit? If so, we invite you to participate in this interactive case study and round table discussion to share your wisdom as well as to hear from your peers.
About the Case Study: Over the last few months, we have seen a lot of companies offering employees buy out and early retirement packages. In this case study we will take a look at a couple hypothetical clients facing an early retirement offer from their companies and discuss how we can help a client through this difficult decision.
During the discussion, we will spend time talking about how we address the following client concerns:
- Do I have enough to retire?
- Where will my next paycheck come from after I retire?
- Should I take my pension annuity or take the lump sum?
- What should I do for health insurance if I am not yet 65?
We invite you to take advantage of this opportunity to collaborate with other professionals and deepen relationships within the FPA community.
