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Retirement Planning Seminar

City of Fort Lauderdale

Retirement Planning Seminar

Presented by    Police Officers’ and Firefighter’s Retirement System and

                                       General Employees Retirement System

Tuesday, September 16

      8:30           Welcome

Michael Dew, Chair, Police and Fire Retirement System

John Bucci, Chair, General Employees Retirement System

8:45 – 9:45 Estate Planning

Romney Rogers, Rogers Morris & Ziegler

10:00 – 11:00 Preparing For 30-40 Years in Retirement

Mark Burnam, Vice President, UBS Financial Services, Inc.

11:10 – 11:55 Social Security Benefits

Monica Futchi, Social Security Administration

12:00 – 12:30 Tax Consequences of Retiring

Donald Butler, Rachlin Accountants & Advisors

12:35 – 1:00 Long Term Care

Gregg Gurdak, Aflac

Wednesday, September 17

8:30 – 9:00 Final Paycheck

Lorraine Docherty, Personnel Specialist

9:05 – 10:05 Deferred Compensation

Teresita Ferguson, ICMA

Al Pinzon, Nationwide

10:10 – 10:50 City Group Insurance

Medea Rudd, Benefits Specialist

10:55 – 11:45 Wellness in Retirement

Cara Parrin, Broward Health

12:00 – 1:00 Your City Pensions - Breakout Session

General and P&F Administrators

David Desmond & Lynn Wenguer

City of Fort Lauderdale

Retirement Planning Seminar

Presented by    Police Officers’ and Firefighter’s Retirement System and

                                General Employees Retirement System

Tuesday, September 16
  8:30              Welcome Michael Dew, Chair, P & F Retirement System

John Leroy Bucci, Chair, GE Retirement System