Cash Flow and Net Worth during Retirement, and then Legacy

When
12 Oct 2021
11:30 AM - 1:00 PM
Location
Sedona Tap House - 3600 Palomar Centre Dr. Lexington, KY 40513

Registration

FSP Member - Zoom link – $10.00
for current member of FPS to receive a zoom link to the meeting - $10
Member Pay At Door -$25 – $25.00
Member pay on-line in advance $20 – $20.00
Non-member Zoom Link - $15 – $15.00
for guests who would like to attend the meeting via Zoom
Non-Members – $35.00
Includes Lunch and CE credit provided

Registration is closed

Lexington Chapter of Financial Service Professionals

Presents:

"Cash Flow and Net Worth during Retirement, and then Legacy"

A FSP National Webinar Recording.

*We will meet inperson for Lunch and Networking and stream this webinar via ZOOM.*

Tuesday, October 12th

11:30AM - 1:00PM

Sedona Tap House
3600 Palomar Centre Dr.
Lexington, KY 40513

Please join us in person for lunch and networking or via Zoom for this webinar presented by FPS NAtional. In this webinar learn from Barry Sacks, JD, PhD, about optimizing the sustainability of cash flow during retirement for retirees whose primary source of retirement income is a securities portfolio, a 401(k), or a rollover IRA and housing wealth. We will explore two different strategies, the “Coordinated Strategy” and the “Last Resort Strategy.” We will also look at legacies and compare with the two strategies.

Approved for 1 hour CE - CPE & CLE Pending

Not a current Member?

Click the link below to join!

http://myfsp.financialpro.org/signin?ReturnURL=~/JoinOptions

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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP. We are committed to maximizing this investment by offering various levels of participation.