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INTAC Educational Seminar for Financial Advisors

INTAC Educational Seminar for Financial Advisors

INTAC Seminar for Financial Advisors:

How Health Care Costs Will Impact Your Retirement Plan Business

Thursday, May 3

Earn 1 CE credit - CFP, CLU/ChFC, CIMA, CPE/CPA (New Jersey) - Plus NJ state insurance credit

Choose from the two seminar sessions below and gain a higher level of understanding of the following:

•          How health care costs can impact your clients’ retirement income

•          What Medicare covers and which costs are paid out-of-pocket

•          Planning options to help clients prepare for these expenses

•          How to get a personalized estimate of retirement health care costs

Choose from 2 sessions

  • 12:00 pm - 2:00 pm Lunch & Learn: Morristown, NJ
  • 4:00 pm - 6:00 pm Cocktails & Conversation: Red Bank, NJ

Contact INTAC’s Event Coordinator, Maggie at mdipalma@intacinc.com, if you are interested in learning more. We hope you can join us!



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