Actions and Detail Panel
Wealth Symposium.. Moving from Concerned to Confident
Wed, May 24, 2017, 5:30 PM – 9:00 PM
Please join us for an evening of education and networking!
Be sure to invite a guest! (Up to 4 registrants per invitation). Seating is limited please register early.
Beer, wine and hors d'oeuvres will be served throughout the event.
5:30 - Doors open; tour the venue, relax with some food and drink.
6:15 - 6:45 Main platform speaker - Richard Catts, CFA, CAIA, Vice President, Senior Portfolio Strategist, Jackson National Life Distributors LLC, Rick will provide a current economic update.
7:00 - 8:30 - There will be 5 individual break out sessions to select from. Choose from the top 3 topics that most interest you! Each break out session will last 20 minutes.
Social Security - What are my options? When should I take it?
~Dave Guarino, RICP®, Sr. Regional V.P., Guardian Investor Services
Medicare - How does it work? What will it cost?
~Nancy Skelton, Medicare Specialist
Long Term Care Planning - What are the rules?
~Jason Livingston, Attorney, Law Offices of Pulllano & Farrow PLLC
Behavioral Finance - The #1 threat to your investment portfolio is unbridled emotion.
~Kyle Elliott, Vice President, Subadvisory Consultant, OppenheimerFunds
Closing the Income Gap - How does a modern day annuity work?
~Todd Lashway, Jackson National Life Insurance Company
8:45 - 9:00 - Closing Comments and Wrap Up