• Simulcast
  • Live In-Person
  • Webcast

The Emerging Retiree 2019

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Media
Delaware County Bar Association
335 W Front St, Media PA, 19063
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Montrose
The Community Foundation of the Endless Mountains
270 Lake Avenue, Montrose PA, 18801
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Washington
Washington County Bar Association
119 South College Street, Washington PA, 15301
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTTue., Dec. 03, 2019
1:15 PM
ENDTue., Dec. 03, 2019
4:30 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

Want a road map for the future?

Estate planning attorney Guy Matthews has an LLM in taxation and C.L.U. (chartered life underwriter) and ChFC (Chartered Financial Consultant) designation from the American College. He’ll give those looking to retire a fascinating overview of what to expect and how to plan for those golden retirement years.

  • Learn strategies for securing a realistic future for you or your clients
  • Discover how to maximize Social Security benefits as well as savings, IRAs and other retirement plans

Get answers and planning tips

  • Should you change your investment strategies, re-allocate your assets and continue to work beyond age 65?
  • Can commercial annuities and guaranteed income riders enhance your retirement plans?
  • What’s the impact of Social Security benefits, early retirement and delayed retirement on your retirement plan options?
  • How can you coordinate Social Security benefits with existing IRA and 401(k) accounts?
  • What do you need to know about qualified plan distributions, withdrawals, minimum distribution rules, deferred compounding and beneficiary designations?
  • What are the advantages of life insurance and rollover IRAs?

Materials: All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $30. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Practice Areas

Faculty

NameFirm/Company
Guy F. Matthews Esq., MBA, LLM Eckell Sparks
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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