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Countdown To Retirement

October 6 @ 9:00 am - 11:00 am

Date: Saturday, October 6, 2018, 9:00 a.m. – 11:00 a.m.
Hosted By: Gary Abely, CPA, CFP®, AIF® and Jodi Murphy, J.D.

A checklist review for those within three years of retirement. Spend a couple hours to make sure you’re on the right track for a successful retirement. It will also be a great time to review the key components of a successful estate plan with an estate planning attorney. Attendees will receive a copy of the Countdown to Retirement checklist.

Topics covered include a checklist of items to consider before saying good bye to your employer including:

  • Social Security Claiming Strategies
  • Healthcare and Medicare planning
  • Minimizing Taxes in Retirement
  • Strategies for minimizing the effects of an early bear market in retirement
  • Estate Planning Documents that should be finalized before retirement

This workshop will be co-hosted by Gary Abely, CPA, CFP®, AIF® and an Estate and Elder Law attorney from the law firm Murphy & Berglund, PLLC. Please call Carrie at 407-869-9800 or complete the form below to make a reservation.  Light refreshments will be provided.

Details

Date:
October 6
Time:
9:00 am - 11:00 am
Event Category:

Organizer

Gary Abely, CPA,  CFP®, AIF®
Phone:
4078699800

Venue

Certified Financial Group
1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map
Phone:
4078699800