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.
Application for continuing education has been filed with CFP Board.
10:45 am - Registration
11:00 am - Program Begins
12:15 pm - Luncheon and Annual Meeting
1:00 pm - Program Concludes