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FPA/NEO March 20 Breakfast Program

Financial Planning Association/ Northeast Ohio

Thursday, March 20, 2014 from 8:00 AM to 11:00 AM (EDT)

Valley View, OH

FPA/NEO March 20 Breakfast Program

Ticket Information

Ticket Type Sales End Price Fee Quantity
FPA/NEO Members Ended $35.00 $0.00
Non-members Ended $60.00 $0.00
Full-time Student Ended $15.00 $0.00
FPA/NEO Partner Ended Free $0.00
Combined purchase of FPA/NEO Member & Sponsorsed Student
Your $50 purchase will cover the cost of your admission ($35) to attend this event as well as the cost of admission of a student member ($15). You will be notified of the name and contact information of the student you have so generously sponsored. Thank you for your support of a future financial planning professional!
Ended $50.00 $0.00
Combined purchase for a FPA/NEO Member bringing a Potential Member as a Guest
FPA/NEO members are invited to bring a potential member as a guest to the breakfast program at the member rate of $35. This offer is available for individual non-members to attend one time at the member rate.
Ended $70.00 $0.00

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Event Details

Retirement Income Planning with Safe Withdrawal
Presented by David M. Zolt, CFP®, EA, ASA, MAAA
NAPFA-Registered Financial Advisor
Westlake Advisors

David Zolt authored an article in the January 2013 issue of the Journal of Financial Planning that introduced the Target Percentage Adjustment, a dynamic withdrawal strategy that increases traditional safe withdrawal rates by 50%.  This presentation is a demonstration of a brand new retirement planning technique that's simple, yet very effective. The technique uses the knowledge gained from safe withdrawal rate research without the need to perform complex and cumbersome Monte Carlo simulations. Also, there will be a presentation of the Target Percentage Adjustment, a new dynamic withdrawal strategy that increases traditional safe withdrawal rates by 50%.  The Target Percentage Adjustment was introduced in a January 2013 article in the Journal of Financial Planning.


Thinking Beyond Social Security Maximization
Presented by:  Matthew S. Olver, CFP®
Spero-Smith Investment Advisers, Inc.

The majority of retirees are making important decisions about when to collect Social Security retirement benefits without a good understanding (or even misperceptions) of how the system works and the potential impact on their ability to accomplish their retirement goals. 

It doesn’t matter whether they have $10,000 or $10 million, retirees want to get their “fair share” from the Social Security system, or at least not leave money on the table.  There are online tools out there that profess to provide the answer to the question “how do I maximize my benefit?” But are retirees really asking the right question?

In this presentation, Matt Olver, CFP® and Wealth Advisor from Spero-Smith Investment Advisers, will discuss factors that should be considered when deciding how to collect benefits.  He will also talk about how potential changes to restore the system’s financial soundness could impact current and future retirees. 

 

Have questions about FPA/NEO March 20 Breakfast Program? Contact Financial Planning Association/ Northeast Ohio

When & Where


Lockkeepers
8001 Rockside Rd
Valley View, OH 44125

Thursday, March 20, 2014 from 8:00 AM to 11:00 AM (EDT)


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