September 27, 2019

2019 Retirement Planning Seminar Agenda

Fort Lauderdale City Hall, 100 N. Andrews Ave., First Floor Commission Chambers

 

Friday, September 27, 2019

 

8:30 – 8:45        Welcome

Kenneth Rudominer, P&F Board Chairman

Jon Stahl, GE Board Chairman                

 

 

8:45 – 9:45        (Estate) Planning for Your Family’s Future  

Shane Kelley, Kelley Law Firm.

 

9:45 – 10:30       Impact of the 2017 Tax Cuts & Jobs Act on Individuals (One Year Later)

Mitchell J.  Margolies, CPA

 

10:30 – 10:45     Break

 

10:45 – 11:45     Understanding Your Social Security

Fred Nesbitt, Communications Director

 

11:45 – 12:00     Ready? Set, Go… Your Final   Payout

Debi Donato, City of Fort Lauderdale

 

Deferred Comp Lunch Break-Out Sessions

 

             12:00 – 12:30    Nearing Retirement

Al Pinzon, Nationwide and Aaron R Schwartz, CRC, Nationwide

              12:40 – 1:15     Retirement Income Planning

Yolanda Flores, ICMA-RC and Mark Huston, CFP, ICMA-RC

 

1:15 – 1:35        City Benefits

Ruth Tickle, The Rhodes Insurance Group 

 

1:35 – 2:00        Medicare Insurance for people ageing at 65 or older

                                         David Gluckman, United Healthcare

 

           

2:00 – 2:30        Police and Fire Pension Update and Questions

Lynn Wenguer, P&F Plan Administrator

 

General Employees Questions and Answers

                                                       Nicholas Schiess, GE Administrator