Seminar Details

Thursday, August 23, 2018

Holiday Inn Express and Suites
1391 S Townsend Ave, Montrose, CO
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Registration Info

Registration has closed.

FPPA's 2018 Pre-Retirement Planning Seminar: Western Slope

Join FPPA for our first Western Slope Pre-Retirement Planning Seminar. This free full-day event will help near-retirees to plan and prepare for a strong and safe retirement. If you're within ten years of retirement, or newly retired, this event is for you!


Schedule of Events

8am - 8:45am: Breakfast and Check-in

8:45am - 9am: Welcome Remarks  |  FPPA Staff

9am - 9:45am: Survive & Thrive in Retirement  |  Dr. John Nicolleti - Nicoletti-Flater Associates
Dr. Nicoletti is a Board Certified Specialist in Police and Public Safety Psychology. He specializes in dealing with individuals who are either currently in law enforcement, entering retirement or have recently retired. Dr. Nicoletti will discuss the different phases of retirement and how to prepare for success.

10am - 10:45am: Be Sure You Know Where Your Assets and Hard-Earned Money Will Go!  |  Harley Look, Jr. - Katz, Look & Onorato P.C.
Harley Look, Jr.’s primary practice focuses on estate planning, trusts, estate and trust administration, and business planning. Learn why it is important to have an estate plan in place with excellent anecdotal examples.

11am - 12:15pm: Pre-Retirement Planning 101  |  Justin Burkhardt, FPPA Retirement Coordinator

12:15pm: Lunch (On Your Own)

1:30pm - 2:45am: Untangling Social Security: Am I Eligible? If so, for What? | Joe Fernandez – Social Security Public Affairs Specialist
Joe will review general Social Security benefits as well as spousal benefits. In addition, he will provide information on Medicare, disability benefits through Social Security, and address other pertinent topics

2:45pm - 3:30am: Open Forum | FPPA staff & Social Security representative
Joe will review general Social Security benefits as well as spousal benefits. In addition, he will provide information on Medicare, disability benefits through Social Security, and address other pertinent topics


Questions?

If you have questions about this event or need assistance with registration, please contact Jacquette Tara at JTara@FPPAco.org or by phone at (303) 770-3772 ext. 6450.