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Hosted by  FSP Connecticut

Hybrid Program - Social Security Optimization and Retirement Health Care Planning

 

Retirement Planning.... a concept that scares many Americans. The unknown is always scary. Join us February 10th to equip yourself to remove some of the unknowns and fear that your clients have surrounding Successful Retirement Planning.   This is information you and your clients will need to plan for a successful retirement.
 
Please let us know when you register in the Note field if you are attending in-person or online, so we have an accurate count for the hotel.   For in-person attendees, by registering for this event, you acknowledge that you assume the risks of Coronavirus/COVID-19, and waive liability to FSP Connecticut, it's volunteers and association manager.
 

 
FSP Connecticut is committed to a membership with high ethical standards and advanced education uniquely qualifying them to assist families, business owners and professionals in achieving their financial goals.    We typically offer 9 programs through our fiscal year of July 1 - June 30th.   Programs may carry CT State Insurance credits (see approved CE below).     
 
If you are paying by credit card, please use the Pay Now buttons to the right (no cards over the phone or on-site).   If you are paying by check, use the Pay Now button and provide us with more info about you and then indicate you are paying by check.  Or use the registration options at the bottom of this page.   
 
 
This webinar is sponsored in part by:
 
 
 
 

Thursday, February 10, 2022
8:30 AM - 11:30 PM

Location

Online or onsite - let us know when you register!
Sheraton Hartford South
100 Capital Boulevard
Rocky Hill   CT  
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Member Fee $39.00
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to pay this online


Guest Fee $59.00
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to pay this online


Agenda

 


Kevin E. Baldwin, CLU, ChFC, CAP
B & L Financial Architects

Feb 10 2022 8:30AM


Introduction to Retirement Planning Strategies


Kevin E. Baldwin, CLU, ChFC, CAP will open the meeting with concepts that will help your clients see the “BIG PICTURE” in planning for a successful retirement.



Michael Daley
HealthView Services

Feb 10 2022 9:30AM


Understanding the Key Components of Retirement Healthcare




Michael Daley
HealthView Services

Feb 10 2022 10:30AM


Social Security Optimization


Michael Daley, NSSA Certified Social Security Advisor, will share with us what a client needs to consider regarding Social Security Claiming strategies. He will also discuss key components of retirement healthcare, including what is – and is not – covered by Medicare Parts A, B, and D. He will focus on key cost factors, such as gender, health, longevity, and location, and will be covered in the context of how to accurately project personalized health costs and help clients financial prepare for this top retirement concern.



Sessions

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


DateCourse Title/DescriptionStartCT INs
Feb 10, 2022 Introduction to Retirement Planning Strategies Kevin E. Baldwin, CLU, ChFC, CAP 8:30 A 1.00
Understanding the Key Components of Retirement Healthcare Michael Daley 9:30 A 1.00
Social Security Optimization Michael Daley 10:30 A 1.00



Registration Fee
Member
$39.00
 
Non-Member
$59.00