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Hosted by FPA Tampa Bay

Retirement Fails. Reasons People Flunk Post-Work Life.



Retirement Fails: Why People Flunk Post-Work Life. What causes a retirement fail? Why do people who have prepared for retirement end up unable to fully enjoy the thing they worked so hard for?

Greg Sullivan, CPA, CFP®, author and top investment advisor, will share his years of experience to shed light on the potential financial pitfalls we may encounter advising retiring clients. Greg is president and CEO of Sullivan, Bruyette, Speros & Blayney, a wealth advisory firm (AUM $3.9 billion) specializing in financial planning to high-net-worth and ultra-high-net-worth clients. Greg contends that the real reason retirees get into financial trouble is the emotional decisions they tend to make. His answers to these concerns have solutions. Learn them.

At this meeting as we also look at the Past, Present & Future of Retirement Planning. Wanting the best outcomes for your clients requires staying up to date with the latest innovations in retirement planning. This presentation discusses cutting edge research and the latest ideas on retirement planning strategies.

Continuing Education
Application for continuing education has been filed with CFP Board.

Agenda
10:45 am - Registration
11:00 am - Program Begins
12:15 pm - Luncheon and Annual Meeting
1:00 pm - Program Concludes

Tuesday, December 18, 2018
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Location

The Centre Club
One Urban Center - 8th Floor
123 S Westshore Blvd
Tampa   FL   33609
(813)286-4040
 
Website for Location
Map for Location



Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account


FPA Members - $25

UNF PFP Students - $10

Non-Members - $35

Speaker Profiles

 


Greg Sullivan, CPA, CFP®
Principal, President & CEO
Sullivan, Bruyette, Speros & Blayney, LLC

Greg Sullivan is the president and CEO of Sullivan, Bruyette, Speros & Blayney, and is a Certified Financial PlannerTM professional and a certified public accountant (CPA) with more than 35 years of business, investment management, and financial planning experience. Barron’s, a national financial publication, has recognized Greg as one of the Top 100 Independent Financial Advisors and Washingtonian magazine named him as one of the Top Wealth Advisers in Washington, DC.



Registration Fee
Member
  Through  December 18 No Charge
Non-Member
Through  December 18 $15.00