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FPA Houston Women’s Luncheon
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FPA Houston Women’s Luncheon

3/22/2019
When: March 22
11:30 - 1:00
Where: Maggiano's Little Italy
2019 Post Oak Blvd.
Houston, Texas  77056
United States
Contact: Tammie Smith


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FPA of Houston Women in Financial Planning Luncheon

 

 

 

Space is limited to the first 30 people who sign up online.  Once the event us full we will start a waiting list.  If you would like to attend, please RSVP.  We will need a head count in advance to let the restaurant know. Look forward to seeing you there!

 

Registration Fee:  $20 FPA members / $40 Guests-Non members
Includes lunch & beverage 

 

Qualifies for 1 CE

 


FPA Trivia!
  We will have a fun, quick FPA Trivia game for a chance to win a $25 Amazon gift card; or a $40 pass to a FPA Houston chapter meeting.  Brush up on your FPA facts for a chance to win!


 


 

 

Helping Your Clients Prepare for an Independent Retirement Lifestyle

 

Join a panel of experts on aging and transitioning to help your clients plan for an independent retirement lifestyle. This workshop will help you discuss with your client’s options for the best suited living situation for retirement, how to preserve their financial portfolio from unexpected risks, and review the essential legal documents needed in place as we age.

 

 

Agenda

 

What Every Senior Should Know About Their Next Move – Astrid West, Licensed Real Estate Agent with Better Homes & Gardens

  • How do I know it is time to make a move?
  •  How should I choose my Realtor?
  • How do I determine how much my home is worth?

 

Preserving Your Financial Portfolio from Unexpected Risks – Tammie Smith - President, BDLife212º

  • Will Your Life Insurance Policy Outlive Its Desired Purpose?  Low Interest Rates have most likely changed the performance of your existing life insurance policy – don’t’ be left holding a depleting asset.  
  • Will Your Financial Portfolio provide Taxable and/or Non-Taxable Income During Retirement?  Learn how planning ahead can create opportunities to diversify your taxable income during retirement.
  • Will Unexpected Medical Care Costs Deplete Your Financial Portfolio Goals and Objectives?  Living Benefits – understand the options available and how to provide a more efficient way to mitigate the financial cost of your dollars?

 

The Essential Legal Documents You Need as You Age – Ruth-Ann Toups - Elder Law, Estate Planning, Probate Attorney 

  • Is a will enough or do I need a trust? Learn the key differences between a will and a trust and which one might be right for you.
  • Why do I need a power of attorney? Understand how powers of attorney work and why they are the most important part of your estate plan to keep a court out of your affairs.
  • What is the number one threat to my estate plan? Learn about the threats to your estate plan and how to avoid them.

 

 

 

 

 

 

 

 

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