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 October 21, 2014


 
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Upcoming MCB Events
 

10-24-14 Legal Eagle Charity Golf Tournament
Take part in a charity golf tournament in support of organizations and projects with a legal nexus in our community.

10-30-14 Swearing-In Ceremony
All MCB members are invited to attend the Ceremony, RSVP required.

11-6-14 Lawyers' Luncheon Series - Practicing Law in a War Zone
Join your Bar for a monthly lunch meeting to eat, socialize and hear remarks from Stephen Romeo, a MCB member who served with the U.S. Army as a JAG Officer in Kandahar, Afghanistan in 2013. Registration Deadline: 10/31/14

 

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