PPT-The Biggest Threat to a Client’s Retirement Portfolio & Four Ways to Protect Against

Author : calandra-battersby | Published Date : 2018-11-02

Name of SVP Must get compliance approval For Financial Professional Use Only Revised 3718 HCB00477 Since the oldest Baby Boomer turned 70 in 2015 and the youngest

Presentation Embed Code

Download Presentation

Download Presentation The PPT/PDF document "The Biggest Threat to a Client’s Retir..." is the property of its rightful owner. Permission is granted to download and print the materials on this website for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.

The Biggest Threat to a Client’s Retirement Portfolio & Four Ways to Protect Against: Transcript


Name of SVP Must get compliance approval For Financial Professional Use Only Revised 3718 HCB00477 Since the oldest Baby Boomer turned 70 in 2015 and the youngest Boomer turned 52 NOW is the perfect time to get the discussions started on how to fund a LTC event and prevent an unintended distribution from retirement income. Welcome, Housekeeping & Timetable for the day. Aftercare . Workshops and . Service – Discussion. Facebook page. Lunch (12.15 – 12.45). Public Access Issues - Discussion. Retirement Process – Presentation / Discussion. Presented by:. Human Resources Department. Overview. NEO Retirement. Accrued Leave. OTRS Retirement. TIAA-CREF. Insurance Options. NEO Retiree Benefits. Thinking About Retirement?. Wondering what your retirement might be?. Welcome, Housekeeping & Timetable for the day. Aftercare . Workshops and . Service – Discussion. Facebook page. Lunch (12.15 – 12.45). Public Access Issues - Discussion. Retirement Process – Presentation / Discussion. How to find, make and keep friends . for a lifetime. Your friends for today’s talk!. Lorie Perdieu. Scott Trickey. Vonda Powell. Ice Breaker. Glad to Meet Ya!. Travel the room. Find someone who matches the description. Fortify Your Content Before it Travels Beyond the Firm Walls. Paul Domnick, Board of Directors, . Lit. é. ra . Corporation. Michael Fick, Consultant, Enlitened Technologies. Joy Heath Rush, Vice President, Client Development (Law Firms), Lit. Legal Infrastructure for Mental Health Professionals Faced with Threats to Third . Parties. Maria-Vittoria “Giugi” Carminati, JD, LLM. General Overview of Duty to . Rescue. Generally. , American tort law does not impose liability on parties for failing to aid or rescue other parties. The Restatement (Second) of Torts § 314 (1965) states: "The fact that the actor realizes or should realize that action on his part is necessary for another's aid or protection does not of itself impose upon him a duty to take such action." However, the law provides narrow exceptions in some instances when parties owe a specific duty to one another, such as when parties have a "special relationship.". Lecture for FIN 352. Professor Dow. CSUN. 2016. The . situation (from the . last . presentation). Save and invest money until retirement (the accumulation phase). Once retired, withdraw money from investment accounts . Audience. Advisors. Length. 1 hour. Creator. Manulife Bank Product and Marketing. CE Credit Reference #. Governing . Body. Number of Credits. & Category. Credit . Number. CE Credit . valid until…. . Professional Responsibilities. CPAs have responsibilities to:. The public—relies on CPAs to monitor and enforce standards of fairness and reliability of financial reporting. Clients—rely on CPAs to provide accurate, fair and useful advice, while maintaining confidentiality of client information. December 11, 2017. . The Power of a Budget. . Find Money to Save. . . Retirement. on the . Brain. Speakers. Retirement. on the . Brain. First Last Name. Title, The Standard. First Last Name. Title, The Standard. December 11, 2017. . The Power of a Budget. . Find Money to Save. . . Retirement. on the . Brain. Speakers. Retirement. on the . Brain. First Last Name. Title, The Standard. First Last Name. Title, The Standard. Coordinated Investment Portfolio and Reverse Mortgage Withdrawals Sacks , Barry H., and Stephen R. Sacks. 2012. “ Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income Current Life Expectancy EstimatesMenWomenAt birth763814At age 65832858Source NCHS Data Brief Number 395 December 2020Conventional wisdomwhat withdrawal rate should you expect from your retirement savi NEPOOL Markets Committee. October 9, 2015. NRG Proposal. Markets Committee October 9, 2015. Resource Retirement Reforms. ISO Objectives. Concerns with ISO Proposal. NRG Proposal. Options. Questions.

Download Document

Here is the link to download the presentation.
"The Biggest Threat to a Client’s Retirement Portfolio & Four Ways to Protect Against"The content belongs to its owner. You may download and print it for personal use, without modification, and keep all copyright notices. By downloading, you agree to these terms.

Related Documents