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 -
 

 

 
Tuesday September 16, 2014


 
Quick Links

Pay Your Annual Membership Fee (Member Dues) Here

Need a lawyer?  Call the Lawyer Referral Service

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

En Espanol/Spanish

Support Your BFF!.

 
Upcoming MCB Events
 

10-2-14 Lawyers' Luncheon Series - Clerk of Court Candidates Forum
Join your colleagues at a regular monthly luncheon to eat, socialize and hear remarks from candidates vying for the Mecklenburg County Clerk of Superior Court position.

10-9-14 MCB YLD Fall Social
Join MCB YLD members for drinks and appetizers following the YLD sponsored Brewery Law Update CLE at Draught. Free for MCB YLD members; $10 for Non-Members

10-18-14 Ask a Lawyer Volunteer Opportunity
The YLD is recruiting volunteers for their annual Ask-A-Lawyer event. Volunteer attorneys will provide free legal advice to the public at the Main Public Library. Training materials provided.

 

Mecklenburg County Bar