May 2020 Member Meeting

 

May 12, 2020
8:30 AM CDT - 11:55 AM CDT
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Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/
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Join us for our May Member Meeting.  Topics include how to create sustainable retirement income; importance of sustainable decision-making in elder care, and how that relates to an individual’s financial planning for this part of life. A more comprehensive description for each session is listed below.

Meeting Agenda:
8:30 - Registration and Networking
8:45 - Welcome and Opening Remarks
8:50 – Plan Your Journey to Retirement: Target Date Income, Ben CheraApproved for 1 CFP, 1 WI Ins CE
9:40 – Break and Partner Introductions
9:55 – Managing Your Power of Choice, Pam Foti & Jenny Wagner - Approved for 1 CFP, 1 WI Ins CE
10:45 - Break
10:50 - FPA Wisconsin Business
11:05 - Presentation 3 - TBD
11:55 - Adjourn

Presentation Descriptions:

8:50 – Ben Chera
Plan Your Journey to Retirement: Target Date Income
During this presentation, Ben will discuss why retirement income planning matters; how to connect a client’s retirement savings with a path to lifetime income; and how a client can protect their retirement income plan in retirement.  Attendees will learn about how to create sustainable retirement income to retain AUM and strengthen client relationships.


9:55 – Pam Foti & Jenny Wagner
Managing your Power of Choice
When we buy or sell a property, we work with a realtor. When we need legal counsel, we seek the advice of an attorney. We look to an expert for financial planning or financial advice. Did you know that there are experts available to help find the best elder care or the best assisted living community?

At Vesta Senior Network, we are Elder Care Consultants. Please join us as we will share the importance of sustainable decision-making in elder care, and how that relates to an individual’s financial planning for this part of life.

Attendees will gain an understanding of the myths and important truths that exist in the world of elder care along with increasing your understanding of the importance of sustainable choices, and how this can assist in shaping financial planning for elder care.

11:05 - TBD

 

 

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Tickets

$39.00 Member Fee

$139.00 Non-Member Fee

$60.00 First Time Guest

$70.00 Student - CFP Certificant Program

$70.00 Student - Financial Planning Degree Program

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May 2020 Member Meeting

 

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8:30 AM CDT to 11:55 AM CDT

 

Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/

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http://www.buttedesmortscc.org/

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