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As a professional who helps others prepare their finances for life after retirement, you know the planning landscape rests on tectonic plates - it’s moving constantly, often producing knee-buckling quakes in plans that have been underway for 30 years or more.
The more you know about this ever-changing expanse, the better prepared your clients will be. Join us at this year’s Road to Retirement to explore issues like social security, how changes in tax law affect your clients and investing strategies and asset allocations at various stages in life.
The program details are still being finalized. Please check back later for more information.
The Long-evity View of Retirement Planning
A healthy, upper-middle-class couple who are 65 today have a 43 percent chance that one or both partners will live to see 95. How is financial planning adapting to address longevity or factoring in savings for new technologies? Let’s look at the big picture including how markets may be affected by the growing number of retirements in the coming years.
Theodore J. Sarenski, CPA.PFS, CFP™ – Chief Executive Officer & President, Blue Ocean Strategic
Capital, LLC, Syracuse, NY
Identifying Client Goals in Retirement
Traveling the world, buying a motor home, learning a new language, writing a book, maybe all the above, are included in the goals of your retiring client. Learn how to fact-gather to create a personalized client retirement plan, including how to implement the plan and what The Retirement Report has to offer for your process.
Larry J. Glanz, CPA – Private Wealth Advisor, Glanz Wealth Advisors, Farmington Hills
Personalized Investing & Asset Allocation for Any Life Stage
For a retiree to generate $40k a year after stopping work, he or she will need savings of about $1.18 million to support a 30-year retirement. Learn how to design the best investment strategy for clients in their 20s, 30s, 40s, 50s and 60s. Also, we cover asset allocation tips for each decade to balance risk versus reward.
Charles L. Nemes, CFP – Senior Vice President of Investments, Nemes Rush Private Wealth Management of Raymond James, Novi
Christopher C. Nemes, CPA, CPFA, AAMS – Financial Advisor, Nemes Rush Private Wealth Management of Raymond James, Novi
The 360 on Social Security
Social Security accounts for 40 percent of pre-retirement income, making it an important factor in retirement planning. In fact, 97 percent of the elderly (aged 60 to 89) either receive Social Security or will receive it according to the Center on Budget and Policy Priorities. Get the download on recent changes to eligibility ages, how to help your client choose the right Social Security option, and when and how to file for benefits.
Mason Gorris – Investment Advisor Representative, InvestWise Financial, Bloomfield Hills
Estate Planning for Retirement Benefits
The new tax law and legislation in the pipeline may have major impacts on your clients’ retirement savings. Learn how tax reform affects retirement planning and how to prepare clients to plan for taxes in retirement, which may differ based on whether it’s from Social Security, 401K withdrawals, investment income, annuity distributions, a pension or new income.
Robert A. Bryant, JD, MBA – Elder Law Attorney, Giarmarco, Mullins & Horton, PC, Troy
Keeping IRAs and Roths SECURE
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) remains in limbo in the Senate, but it is being fast tracked for approval. With it comes big changes for retirement planning. Helping your clients keep up is key, from the proper beneficiary designation to inherited IRA protections determine the ramifications for both IRAs and Roth IRAs.
Kal Goren, JD – Principal, Miller Canfield Paddock and Stone P.L.C., Troy
What 9 to 5 Looks Like Beyond 65
According to a U.S. jobs report, more than 19 percent of people 65 or older were working at least part time in the fourth quarter of 2018. Planning for retirement doesn’t end when your client reaches 65. We cover advice for 9 to 5 beyond 65, including whether your clients should keep working, volunteering, traveling or more.
Vincenza Mueller – Executive Coach and Performance Consultant, Blue Heron Talent, Jackson
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