Continuing Legal Education

To Die With Your Boots On Or Not? Retirement Planning for Attorneys (02/07/13)

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

                       

Fees:

$300 Attorney Rate

$150 Paralegal Rate

 

Location:

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

 

Registration:

Download Registration form here and return via:

Fax: 704/333-6209

Mail: 438 Queens Road, Charlotte, NC 28207

Phone: 704/375-8624

 

OR

- OR -
 

 

 
Friday December 19, 2014


 
Quick Links

Donate to Lawyers Impact Fund
 







 

Need a lawyer?  Call the Lawyer Referral Service

MCB CLE - Your #1 Source for CLEs in Mecklenburg County 

En Espanol/Spanish


 
Upcoming MCB Events
 

1-8-15 Lawyers' Luncheon Series - Cyber Security for Attorneys: Preventing Cyber Theft
Join your colleagues at a regular monthly luncheon to eat, socialize and learn from an FBI representative about ways to protect against cyber theft. NEW LOCATION: Bar & Foundation Center, 12:15 p.m. - 1:15 p.m.

1-29-15 Bar Leadership Dinner featuring Keynote Speaker Anne M. Tompkins
The Bar Leadership Dinner is a celebration of leadership and service provided by Mecklenburg County Bar members & Mecklenburg Bar Foundation supporters.

2-5-15 Lawyers' Luncheon Series
Join your colleagues at a regular monthly luncheon to eat, socialize and hear remarks from a speaker. 12:15 p.m. - 1:15 p.m. at the Bar & Foundation Center.

 

Mecklenburg County Bar