Wednesday, November 11, 2015, 12:00 PM - 3:00 PM
This event will be a brown bag lunch and the Chapter will provide beverages & dessert. Noon to 1 pm will be networking and lunch, the Video Teleconference starts at 1 pm and ends at 3 pm.
Attendees will learn: • How a practitioner works with a typical new client • What income tools are available to construct a sound retirement income strategy • How investment strategies change from accumulation strategies to income distribution strategies for retirement purposes • The health and tax risks that affect income decisions and that must be addressed when planning for lifetime income • How to construct an income strategy using the knowledge gained
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This event is sponsored by:
Boston Chapter of the Society of Financial Service
Phone: 617.285.2845 Email: Hello@FSPBoston.org
Boston FSP is a 501(c)6 non-profit organization.