Chapter February Luncheon
Tuesday, February 21, 2012
Myers Park Country Club – The Ballroom - 11:30am – 1:00pm
11:30 – 12:10 Buffet Lunch, Announcements and Networking
12:10 – 1:00 Program 1-Hour CFP continuing education credit
Program Topic:
“ Retirement Redefined ”
Retirement Planning for the Modern Retiree who has more cash flow obligations in retirement and less guaranteed income. See how strategies can be put in place to assist with their retirement income plan.
Speaker: From Fidelity Investments
Lunch and Speaker Sponsored By:
Fidelity Investments
Represented by: John Capecci
Cost :
Register by Fri. Feb. 17th - Member cost: $20 Non-Member cost: $45
Register after Fri. Feb. 17th - Member cost $23 Non-Member Cost $48
REGISTER BELOW
The Next Program:
Tuesday, March 21 – 11:30am – 1:00pm - Myers Park Country Club - Speaker Topic: “Transferring Small Businesses to Insiders” Speaker: Ron Lee, JD, CLU, ChFC – Manager, Advanced Markets, Mutual of Omaha / CE: program approved for 1-hr. CFP & 1-hr. NC & SC L,A,H Insurance
Chapter February Luncheon
Tuesday, February 21, 2012
Myers Park Country Club – The Ballroom - 11:30am – 1:00pm
11:30 – 12:10 Buffet Lunch, Announcements and Networking
12:10 – 1:00 Program 1-Hour CFP continuing education credit
Program Topic:
“ Retirement Redefined ”
Retirement Planning for the Modern Retiree who has more cash flow obligations in retirement and less guaranteed income. See how strategies can be put in place to assist with their retirement income plan.
Speaker: From Fidelity Investments
Lunch and Speaker Sponsored By:
Fidelity Investments
Represented by: John Capecci
Cost :
Register by Fri. Feb. 17th - Member cost: $20 Non-Member cost: $45
Register after Fri. Feb. 17th - Member cost $23 Non-Member Cost $48
REGISTER BELOW
The Next Program:
Tuesday, March 21 – 11:30am – 1:00pm - Myers Park Country Club - Speaker Topic: “Transferring Small Businesses to Insiders” Speaker: Ron Lee, JD, CLU, ChFC – Manager, Advanced Markets, Mutual of Omaha / CE: program approved for 1-hr. CFP & 1-hr. NC & SC L,A,H Insurance