Retirement Planning Seminar 2023
October 19, 2023 @ 9:00 AM - 12:15 PM
Sponsored by the Elder Law Section of the Delaware State Bar Association
3.0 Hour CLE credits for Delaware and Pennsylvania Attorneys
This seminar will not be recorded for future viewing.
This will be a LIVE ONLY GEORGETOWN CLE. If you are going to attend the live session AT Delaware Technical and Community College in Georgetown, you should report to the venue and check in. If you have any questions, please contact reception@dsba.org
Please report to The Carter Partnership Center, Room 529 for the seminar.
This seminar will take you through the sometimes confusing but always necessary exercises necessary to plan for your own or for your clients’ retirement.
CLE SCHEDULE:
RETIREMENT PLANNING SEMINAR 2023
8:30 – 9:00 AM
Registration
The Carter Partnership Center, Room 529
Moderator:
Deirdre A. McCartney, Esq.
Sergovic Carmean Weidman McCartney & Owens, P.A.
9:00 am – 10:00 am
KEY RETIREMENT PLANNING TECHNIQUES
Robert Jeter, CFP, CRPC,
Vice President, In Focus Financial
10:00 – 10:15 am
BREAK
10:15 – 11:15 am
WAYS TO FUND LONG TERM CARE IN RETIREMENT
Kenneth Reese, MSFS, EA, CPWA, CFP, CIMA, CLU, ChFC, AEP
Black Diamond Financial
11:15 am – 12:15 pm
TAX IMPLICATIONS IN RETIREMENT
Sarah Patterson, CPA
Faw Casson CPA
| CLE PRICING INFORMATION | Cost: |
|---|---|
| DSBA Members | $180 |
| DSBA Government Members enrolling on or before October 12, 2023 | $162 |
| DSBA Government Members enrolling after October 12, 2023 | $180 |
| Non-members (get member rate by JOINING) | $280 |
| Pennsylvania Credit – add: | $12 |
* advertised price is for the standard member rate.
OUT OF STATE CLE CREDIT INFO
Those attendees who wish to receive CLE credit, other than from Delaware or Pennsylvania, should contact their individual State’s CLE Commission for credit. The Delaware State Bar Association can provide you with the Agenda (included in the Materials sent with your registration confirmation) and a Certificate of Attendance (upon completion of the webinar), which should meet the requirements of compliance.
All rates include CLE Seminar and any materials. To register now or review DSBA CLE Policies, click below.
