Are You Ready for Retirement? Retirement & Estate Planning

Session Date: 
May 9th, 2017 - 11:10AM12:25PM


This session will address:

  • Assessing retirement readiness and cash flow needs
  • Evaluate investments and plan types (Roth vs. Traditional) and the impact on your planning
  • Roth Conversion Considerations
  • Estate Planning Considerations

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Carol Zurcher CPA, PFS, CGMA, PFP, Partner, Thomas, Zurcher & White, P.A., Winter Park, FL 39, 46
Avery Neumark CPA, J.D., LL.M., Partner, Marks Paneth LLP, New York, NY 39, 49, 51

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2