Jack Clement will be doing a presentation, “Retirement for Young and Old.” The target audience includes both new providers and providers who are considering retirement at some point in their careers (whether that is soon or in the distant future). He plans to discuss a variety of topics such as acquiring assets by setting appropriate fees, using deductions and discounts appropriately, the pros and cons of different investment vehicles for retirement and maximizing social security benefits. He will be co-presenting with his own personal financial planner, Billy Cooper, CLU, ChFC, who will add some valuable insight and expertise to the presentation. 

September 2019 Jack pdf.pdf

Below are the slides for his presentation:

Retirement for Young and Old with notes.pdf

WNCPA Retirement Seminar - edited version no talking notes 9-13-19[7913].pptx