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 -
 

 

 
Saturday February 28, 2015


 
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Upcoming MCB Events
 

3-3-15 Hon. James B. McMillan Fellowship Fund Dinner
Hon. James B. McMillan Fellowship Fund Dinner & presentation of the Julius L. Chambers Diversity Champion Award featuring Keynote Speaker Dr. James Leutze. Proceeds support fellowships to nonprofit and government agencies. Register by 2/26/15.

3-5-15 Lawyers' Luncheon Series - Poetic Justice: Legal Humor in Verse
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Free networking event and lunch to connect informally with peers, ask questions and discuss topics related to transitioning from a large firm and starting out on your own. Register by 2/25/15.

 

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