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Hosted by Fairfield County Chapter of FPA Connecticut

What Baby Boomers Need to Know About Medicare and Long-Term Care & Behavioral Finance


Please join us for our Annual Scholarship Awards Dinner and Educational Program on Wednesday, June 5th. We are honored to present our 25th Annual FPA Fairfield County Financial Planning Scholarship Foundation's 2019 Scholarship Award to a qualified local high school student. We will also have a 50/50 Raffle to support our Scholarship Foundation, so please come prepared to participate at $5 per ticket!

Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare & Long-Term Care
Scott Langlais, CFP®, RICP®
Moneco Advisors

This three-part program presented by Scott Langlais, CFP®, RICP®, a financial advisor and Medicare planning specialist with Moneco Advisors, will first focus on Medicare Enrollment: What is Medicare? Who needs to enroll in Medicare - and when? How do you enroll in Medicare? Part two will cover Medicare and Private Insurance: How much does Medicare cost? What does Medicare cover? What does Medicare NOT cover? How does private insurance work with Medicare? And part three will discuss Planning for Higher Health Care Costs and the two reasons why your health care expenses will be higher in the future.

Behavioral Finance:
Why Investors Make The Decisions They Do
Noah Tenenhaus, CIMA®, CMFC®
Fidelity Institutional Asset Management

Behavioral finance is the intersection of behavioral psychology and finance that helps explain why people make irrational financial decisions. This session, presented by Noah Tenenhaus, CIMA®, CMFC®, Regional Director of Wealth Advisor Services with Fidelity Institutional Asset Management, will address two key evolutionary processes that impact investor decision-making:

Behavioral Evolution: Understanding behavioral finance helps to avoid emotion-driven decisions that can lead to unnecessary losses.

Technological Evolution - Decades of constant technological advancements have shaped the way humans interact with one another and make decisions.

Also discussed will be the roots and reasons behind decision-making and how to deal with behaviors that may hinder success, including anchoring bias, confirmation bias, recency bias, herding bias, ambiguity aversion, and myopic loss aversion.

Click on "more event details" link below for additional program information, speaker bios, and registration details.

Hope to see you June 5th!

MANY THANKS TO OUR PROGRAM SPONSORS:

Moneco Advisors
&
Fidelity Institutional Asset Management

More Event Details

Wednesday, June 5, 2019
5:30 PM - 8:30 PM

Location

Giovanni's II (The Waters Edge)
2748 Boston Post Road
Darien   CT   06820
(203)325-9979
 
Website for Location
Map for Location





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June 2019 Program Sponsorship Fee $600.00
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