Training & Events

2019 Retirement Seminar

Dates: Jan 29 - 30, 2019 8:45am - 12:00am   2019-01-29 08:45 2019-01-30 America/Chicago 2019 Retirement Seminar   RETIREMENT PLANNING SEMINAR     Day 1   8:45 AM                      Registration                                                                                    9:00                              Welcome and Introductions                                                      Planner / Field Rep   9:15                              Benefits & Assets                                                                 Planner / Field Rep   10:15                            Break                                                                                                                                10:30                            Benefits & Assets (continued)                                                   Planner   NOON                          Lunch                                                                                                1:00 PM                      Retirement Risks                                                                          Planner                                                                                                                                                                                                 1:30                              Retirement Expenses/ Healthcare                                           Planner / Field Rep   2:30                              Break   2:45                              Your Retirement Paycheck                                                       Planner   3:45                              Review & Worksheet                                                                  Planner                                                                                                                                                   4:15                              Adjourn       Day 2                                                                                                                                    9:00                              Protecting your Assets                                                        Planner                                                                                                                                                                 9:30                              Break                                                                                              Planner   9:45                              Legal Affairs and Estate Planning                                         Attorney At Law / Firm                                                                                                                                                   11:00                            Break   11:15                            Creating Your Game Plan                                                        Planner   11:45                            Resources                                                                                       Planner   12:00                            Evaluations and Adjourn                                                                AREA Alabama Rural Electric Association
Location: AREA

 

RETIREMENT PLANNING SEMINAR

 

 

Day 1

 

8:45 AM                      Registration                                                                                 

 

9:00                              Welcome and Introductions                                                      Planner / Field Rep

 

9:15                              Benefits & Assets                                                                 Planner / Field Rep

 

10:15                            Break                                                                                                                             

 

10:30                            Benefits & Assets (continued)                                                   Planner

 

NOON                          Lunch                                                                                             

 

1:00 PM                      Retirement Risks                                                                          Planner

                                                                                                                                                                                               

1:30                              Retirement Expenses/ Healthcare                                           Planner / Field Rep

 

2:30                              Break

 

2:45                              Your Retirement Paycheck                                                       Planner

 

3:45                              Review & Worksheet                                                                  Planner

                                                                                                                                                 

4:15                              Adjourn

 

 

 

Day 2

                                                                                                                                  

9:00                              Protecting your Assets                                                        Planner

                                                                                                                                                               

9:30                              Break                                                                                              Planner

 

9:45                              Legal Affairs and Estate Planning                                         Attorney At Law / Firm  

                                                                                                                                               

11:00                            Break

 

11:15                            Creating Your Game Plan                                                        Planner

 

11:45                            Resources                                                                                       Planner

 

12:00                            Evaluations and Adjourn                                                         

 

 

 

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