Tuesday Aug 13, 2019
8:30 AM - 12:30 PM EDT
August 13, 2019 - 8:30 am - 12:30 pm
Cincinnati Insurance Board
5535 Fair Lane, Suite D
Cincinnati, OH 45227
Member - $45.00, Non-member - $60.00
Michelle Wagner
Phone: 513-533-1200
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This course is designed to provide an introduction to retirement planning, the need for it and the options available to execute a plan. Topics covered include: the need for retirement planning, social security benefits, employer sponsored plans, employee contribution plans, distribution of qualified plans, pension maximization, annuities in planning.
Cost: member $45. Non-member $60.00
Concentration: Life
Approved for four hours in Kentucky and Ohio