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March 20, 2009
Financing Retirement in Tough Economic Times
Program
What will it take to retire after the Market selloff of 2008? Our key speaker will address the long-term economic outlook and what an individual needs to do to prepare for retirement in the current environment. Has there been a change in retirement expectations? Also, Mark will comment on the lessons learned from the Madoff scandal.
Panelists will give an snapshot of lesser known financial tools that can increase cash flow in retirement:
Learn how a life settlement, the purchase of a life insurance policy, can provide cash now for a life insurance policy that may have become an unnecessary and a burdensome financial expense to an elder.
Learn why scores of seniors are converting a portion of their home equity into tax-free cash to use as they wish. We'll discuss who qualifies for reverse mortgages and how, common misconceptions and recent legislative improvements.
Featured Speaker
Mark Kralj, CFA
plus panelists
Mitch Lambley, CSA
Megan Lawler, Ph.D.
