Longevity: Bonus, Liability or Both?

Retirement Planning Expert Panel​ Presentation

Our clients could spend 30 – 40 years in retirement and this new paradigm requires a multidisciplinary approach to retirement and long-term care planning. This panel will discuss some of the best practices for helping clients live their best lives.

How to Join: 

How to Zoom
You can join us from any computer, smartphone, or tablet by clicking the link below. If you plan to connect by tablet or smartphone, it is recommended to visit Zoom.com prior to April 27th's program to download the app. Detailed download information can be found here. Please log in at 11:55 am.
 
Join Zoom online:
Click this link to join
Meeting ID: 932 5867 7424

To dial by phone for audio only:
(253) 215-8782
Meeting ID: 932 5867 7424 #

The meeting password will be provided to the membership by email. 

Panelists:

Kim Butler, CFP;  APCM Wealth Management

Marietta Hall, CFP; APCM Wealth Management

Tom Turner, AEP, CLU, MBA; Sagemark Consulting Private Wealth