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Retirement Planning Workshop- 4 hours CPE

Date and Time

Saturday, September 21, 2019, 8:00 AM until 1:00 PM

Location

Houston Racquet Club
10709 Memorial Drive
Houston, TX  77024
USA
713-464-4811

Event Contact(s)

HWSCPA Administrator

Category

Workshop

Registration Info

Registration is required
Payment In Full In Advance Only

About this event

This workshop will help you navigate thru various retirement planning processes to provide you and your clients practical information.  No prerequisites.  Course level: Basic:

Long Term Care Planning
What constitutes long term care planning?
Options to address the cost of long term care events

Social Security Retirement
Understanding Social Security retirement dates, income options and taxation
How to personalize social security income

Medicare & Medicare Supplement Planning
Understanding Medicare & Medicare Supplements
Medicare Supplement Coverage Options & costs

College Planning
Planning for Higher Education Costs
College Savings Accumulation Options