To Die With Your Boots On Or Not?  Retirement Planning for Attorneys


Thursday, February 7, 2013 from 9:00 a.m. to 4:00 p.m.


The Junior League of Charlotte


CLE Credit:

6.0 General Hours



$300 Attorney Rate

$150 Paralegal Rate



The Junior League of Charlotte

1332 Maryland Avenue

Charlotte, NC 28209


Special Info:

8:30 a.m. - 9:00 a.m. Registration

9:00 a.m. - 4:00 p.m. CLE Training


Program Planner:

Duncan G. Wilson, JD, MBA, CFP®


This course takes an exhaustive look at all areas of retirement planning and the unique challenges attorneys face. Just as the contractor's house is the last to be fixed, all too often attorneys don't tend to their retirement planning as they should. This six hour course covers all aspects of retirement for attorneys, and how you can achieve a happy, successful retirement based on your goals and values.


Topics to be covered include:

·         Life Planning

·         Retirement Trends

·         Taxes

·         Social Security, IRAs & Qualified Plans

·         Tolerance Factors & Selection Considerations

·         Cash Equivalent

·         Stocks & Bonds

·         Mutual Funds

·         UITs, ETFs & Asset Allocation

·         Advanced Planning, Disability Income, Medicare, Long Term Care, Estate Planning & Trusts


Duncan G. Wilson, JD, MBA, CFP ®


Graham J. Wilson, CFP®, CLU, ChFC



Download Registration form here and return via:

Fax: 704/333-6209

Mail: 438 Queens Road, Charlotte, NC 28207

Phone: 704/375-8624