Telco Executive Retirement Planning Seminar @ TEF
SOLD OUT
It's never too early to start planning for your financial future. This year we're bringing the Retirement Planning Seminar to TEF to help maximize your time at the conference with a program designed specifically to prepare you for retirement. This seminar is FREE* as part of your TEF registration.
*Registration is now closed and the seminar is full. Advanced registration is required to attend the Telco Executive Retirement Planning Seminar. To attend, you must register by January 31, for NTCA to create personalized retirement planning materials for attendees. There will be no onsite registration for this seminar.
Bonus: Free one-on-one personal consultations are available to attendees throughout the seminar. You can request a consultation appointment as part of your seminar registration.
Questions?
Contact us at (828) 255-2802 for registration assistance.
Agenda
Tuesday, March 12 |
|
12:30 p.m. – 1:00 p.m. |
LUNCH (provided on-site) |
1:00 p.m. – 1:45 p.m. |
Preparing to Live Well in Retirement |
1:45 p.m. – 2:45 p.m. |
Social Security Strategies to Maximize Your Benefits |
2:45 p.m. – 3:00 p.m. |
BREAK |
3:00 p.m. – 4:00 p.m. |
Create Your Retirement Income Plan |
4:00 p.m. – 5:00 p.m. |
Optimizing Your R&S Program Benefits |
Wednesday, March 13 |
|
7:45 a.m. – 8:00 a.m. |
CONTINENTAL BREAKFAST (provided on-site) |
8:00 a.m. – 8:45 a.m. |
Analyzing Retirement Plan Distribution Strategies |
8:45 a.m. – 9:30 a.m. |
Health and Life Insurance in Your Retirement Planning |
9:30 a.m. – 9:45 a.m. |
BREAK |
9:45 a.m. – 10:15 a.m. |
Deferred Compensation: A Bridge for Key Management |
10:15 a.m. – 11:00 a.m. |
Tax Strategies in Your Retirement Planning |
11:00 a.m. – 11:45 a.m. |
Managing Estate Planning |
11:45 a.m. – Noon |
Wrap-Up and Questions |
Noon |
Adjourn |