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Hosted by CT Valley Chapter of FPA Connecticut

CT Valley Chapter Insurance Program - Planning for Retirement

Overview
FPA CT Valley programs offer educational and networking opportunities to members and non-members.   Join outstanding educators to explore new tools and strategies, practice management concepts, and how to better serve your clients. Programs are open to all audiences.  

 

Sponsors
Program sponsors help keep the registration cost low and contribute to the vitality of the organization.   Please be sure to thank them at the program when you see them.

 

Cost & Registration
Registration is required.  FPA Members receive a discount.  Register online or by email, phone or fax. Scroll down on this event page for registration and payment.  Make checks payable to FPA of CT Valley and mail to 95 West Street, Rocky Hill, CT 06067 for pre-registration.

 
CE Credits
Many programs offer CFP and PACE credit.   Others also offer CT State insurance credit.   See below for credit updates.
 

Sponsored in Part By:  
 

Wednesday, October 25, 2017
9:00 AM - 11:00 AM

Location

CTCPA Center
Rocky hill   CT   06067
 


Speakers



Kevin Donovan, JD
Director – Retirement and Wealth Strategies
Jackson National Life Distributors LLC
Beyond the Number: Correcting Conventional Wisdom on Retirement Income Planning


Reed J. Lloyd
Pacific Select Distributors, Inc.
IRA Beneficiary Planning 201


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Member Fee $35.00
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Guest SPECIAL for this program only $35.00
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Agenda

 


Reed J. Lloyd
Pacific Select Distributors, Inc.

Oct 25 2017 9:00AM


IRA Beneficiary Planning 201


For some clients, IRAs are a significant asset. Today's discussion focuses on how IRAs transfer to spousal and non-spousal beneficiaries. Learn how taxes can affect different distributions, and why beneficiary planning can be helpful to clients.



Kevin Donovan, JD
Director – Retirement and Wealth Strategies
Jackson National Life Distributors LLC

Oct 25 2017 10:00AM


Beyond the Number: Correcting Conventional Wisdom on Retirement Income Planning


For years, advisors have been focusing on the 10,000 Baby Boomers who are retiring every day1. However, as this generation nears and enters a period in which its members will live on what they’ve accumulated, there is confusion over how to efficiently grow and distribute those assets. Conventional wisdom that once served as a guide may no longer be right for today’s challenges—such as longevity and sequence of returns risk. This course explores the latest thinking on retirement income planning along with ways to help grow your clients’ money and make it last longer by incorporating annuities into the planning equation. It’s intended for an audience with an intermediate level of knowledge, to include basic investing, tax and annuity principles.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CT Ins
Oct 25, 2017 IRA Beneficiary Planning 201 Reed J. Lloyd 9:00 A 1.00 1.00
Beyond the Number: Correcting Conventional Wisdom on Retirement Income Planning Kevin Donovan, JD 10:00 A 1.00 1.00



Registration Fee
Member
$35.00
 
Non-Member
$55.00