Retirement Planning

Finally, a seminar as valuable as your time.  Complimentary seminar addressing retirement planning issues…both recognized and unrecognized.  

IRA Rollovers: Pensions; 401(k’s); Teachers’ 403(B) TSA’s;etc. 

When:

TBA

TBA

Complementary:

Brunch Buffet

Lunch

Where:

Oakbrook Hilton

Greektown, Chicago

*Seating is limited.  312-566-5400 or Marc@theworldtradecouncil.org


The purpose of our investing is to enable us to maintain our standard of living throughout or retirement years…and where appropriate, for the surviving spouse.

INVESTMENT PLANNING

ESTATE PLANNING ISSUES

* Rollover options: Traditional vs Roth IRA

*Wills versus trusts

* Modern Portfolio Theory

*Durable Power of Attorney

* Surviving spouse issues

*Providing for the Surviving spouse

* Questions???

* Questions???

Presenters:

Vince Romano, WTC; Rick Romano, Morgan Stanley; Larry Finn, Estate Planning Attorney; Representatives from Social Security, Long-term Care, and Affordable Car Act (Obamacare)

To customize a seminar for your particular school or district, contact:

Marc@theworldtradecouncil.org

Office: 312-566-5400

For more information on our seminars visit: http://theworldtradecouncil.org/services/retirement