Social Security Claiming Decisions
Wealth & Estate Planning Case Study
(these two presentations have been accepted by CFP Board 
for 1 CFP CEU each)
Our Program
Social Security Claiming Decisions
Ken Fish, Regional Vice President
Touchstone Investments
This presentation will address the common misconception that all social security claiming strategies were eliminated as of May 1, 2016. In fact, there is one strategy that is still available and this session will explain how it works, how it may generate extra Social Security income, and who is qualified to use it.
Learning Objective:  At the end of this session, advisors will understand the importance of Social Security claiming strategies when advising clients on how best to position themselves financially for retirement.
Level of Complexity:  Intermediate

Wealth & Estate Planning Case Study
Byrke Sestok, CFP®, Co-Founder
Rightirement Wealth Partners
This  interactive case study will focus on the wealth and estate planning needs of a multi-generational family comprised of elderly parents, their middle-aged children and grandchildren. For the elderly parents, key planning factors to be considered include tax management, risk management, investment management, elder care planning, and estate planning. For the children, key factors will be tax management, risk management, investment management, retirement planning, and estate planning. Client data sheets and charts illustrating LTC/life insurance solutions and Roth conversion options will be provided.
Learning Objectives:  At the end of this session, attendees will  (1)  understand the need to bring together multi-generations of a family when it comes to wealth and estate planning, ( 2) b e aware of the role that family dynamics may play when working with multi-generations of a family, and  (3)  understand the key planning factors unique to each generation that need to be considered to ensure a comprehensive financial plan is designed to meet their needs.
Level of Complexity:  Intermediate

Click here for speaker bios.
Many Thanks to Our Program Sponsor!

represented by
Ken Fish, Regional Vice President
(914) 380-2406 -
Save the Dates!
Wednesday, March 27
Secrets of Success Luncheon Event, Monroe
Wednesday, May 1
JFP Discussion Group, New Canaan
Wednesday, May 15
NexGen+ "After Hours" Networking Event, Westport
Wednesday, May 22
Secrets of Success Luncheon Event, Monroe
Wednesday, June 12
Chapter Scholarship Awards & Educational Dinner Meeting
Dates/Times/Topics Subject to Change.
When & Where
Wednesday, March 20

Giovanni's II
(The Waters Edge)
2748 Post Road
Darien,  CT  06820

Click here for directions.
Dinner Meeting Registration Fees

FPA CT-Fairfield County Season Pass Members:
(advance registration required)
Other FPA Chapter Members: 
$45 Advance 
($55 at door)
$55 Advance 
($65 at door)
$30 Advance 
($35 at door)

to download/print registration form.

Questions, c ontact 
Lori Somerville at 
877-777-0600 or

Registration Deadline: Monday, March 18
Register Today for the 
35th Annual 
FPA  CT State Conference!

Wednesday, April 24
AquaTurf Club, Plantsville
Earn up to 7 CFP and 4 CT Insurance CEUs! 
Click here for more information and to register.
Early Bird Registration Ends 3/31/19.
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