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  • July CE Presentation - Aging and its Financial Planning Implications

July CE Presentation - Aging and its Financial Planning Implications

  • Wednesday, July 27, 2016
  • 2:45 PM - 5:00 PM
  • Vi at Silverstone: 23005 N 74th Street Scottsdale AZ 85255

Registration

  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting

Registration is closed

Our Lifelong Learning Committee brings you

 Aging and its Financial Implications: 

Planning for Housing


Planning for Housing Brochure:
This brochure provides comprehensive information on housing options in retirement and insight on the associated financial planning implications.

Richard McManus

Regional Director, Arizona

Legg Mason Global Asset Management


 

Program Description:
Senior housing options and insight on the associated financial planning challenges and implications.  Discuss various housing options, cost structures, quality of life issues and how these options affect an individual's or couple's financial security.
Learning Objectives:
  • Attendees will gain an in-depth overview of the trends that may impact client retirement decisions.
  • Attendees will understand the myths and realities of aging.
  • Attendees will understand the different housing options available to seniors.
  • Attendees will learn from case studies of distinct and common scenarios of aging and highlight financial considerations of each.
  • Acquire tools and resources necessary to educate and communicate with clients on the available housing options.
 

23005 N 74th St
Scottsdale, AZ  85255

Map

Be one of the first 25 to register and receive our VIP welcome!
____________________
Registration opens: 2:45 p

Community Tours

Speaker Presentation

Reception


Approved for 1 hour of CE for CFP(R) candidates and 1 hour of CE for life insurance professionals.


FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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