Member Events: “Planning for Your Second Act”; Social Security, Health Care and Retirement Income Planning
Event Date: May 10, 2012
Event Time: 12:00pm -1:15pm – lunch served
Event Location: Northern Lakes Seafood Restaurant, Bloomfield Hills
Event Contact: Jonathan Strong - 248-655-4037
Event Description:
“Planning for Your Second Act”; Social Security, Health Care and Retirement Income Planning
SPEAKER: Jill VanTine, CRPC®, Vice President, Retirement Solutions & Annuity Specialist, Merrill Lynch
*additional speakers/ specialists will be included for each event
TIME: 12:00pm -1:15pm – lunch served
TOPICS; * Social Security; Strategies to utilize and maximize your Social Security benefits
* Importance of planning for health care costs; A review of Medicare Part A, B and D
* Guaranteed Income Strategies using Annuities; offset unexpected costs, lifetime income, benefit heirs
