Rules of the Road for Retirees: Income Planning Case Studies
Date: Tuesday, December 10, 2019
Time: 5:30pm - 8:00pm
Location: Willow Oaks Country Club
Meetings are for members and their guests only. If you need to register, click here.
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The Topic is
Rules of the Road for Retirees: Income Planning Case Studies
Brian T. Ford, CFP is a Managing Director with RBC Wealth  Management. He and his experienced team specialize in working with individuals, families, and business owners to handle the diverse and sophisticated needs that arise when clients experience a "financial change of life". That includes individuals transitioning into retirement, inheriting assets, or selling businesses or property.
Especially in the current low interest rate environment, generating sustaining income is more important than ever.
Brian will discuss specific strategies and discussion points he has with clients on a regular basis to navigate these important financial planning goals.
Click on the red link above to register.
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GUESTS and EMERITUS
The guest fee is $90. Guests must be registered in advance by a member. Guests who are in good standing at another region's Estate Planning Council must register, but are not required to be sponsored by a member.
Emeritus members must be registered and the Emeritus fee is $85 unless already paid for the year. Checks should be made payable to The Estate Planning Council of Richmond.
Should your plans or guests change, contact Council Secretary, Molly Dean Bittner at mdbittner@cfrichmond.org or 804-409-5605.
Sincerely,
Molly Dean Bittner, Secretary
The Estate Planning Council of Richmond, Virginia
804-409-5605
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