May 15 2018 - Regional Breakfast Meeting
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When: Tuesday, May 15, 2018
8:30 AM - 10:00 AM
Where: United States

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For a first-time new member CFP® Professional a $220 COMBINED SAVINGS on membership in the Financial Planning Association and member rate for the FPANJ Regional Meeting. Please contact us for more details. This special offer expires 1 week before the meeting.



Date: Tuesday, May 15, 2018


8:00 - 8:30 AM - Networking
8:30 – 9:30 AM - Presentation
9:30 AM - Q&A

Topic: Health Care Costs in Retirement


Credit Information:
Accepted for 1 CFP® CE by the CFP Board of Standards.
This meeting also qualifies for 1 Accounting CPE CE.
NEW: Accepted for 1 NJ Insurance CE for Accident/Health.
Our Featured Speakers (Click on names for Bios): 
Florham Park: Mary Jeanne Cullen of MedicareAssist, LLC
Hamilton: Christine Travis, ChFC, CLTC of Nationwide
Paramus:  Frederick Wertlieb, CLU, ChFC, CFP®, AEP of owR Opinion
Red Bank: Mitchell Nelson of owR Opinion, LLC

Program Description: 
This program addresses the need to include health care costs as well as long term care costs as part of the overall retirement plan. The program highlights the current costs and future estimated costs of health care and long term care in retirement and also provides a high-level overview of eligibility and how the Medicare system works.

Learning Objective:
The objectives include obtaining a deeper understanding of the importance of planning for health care and long term care costs in retirement, estimates of the actual costs incurred for someone retiring now as well as in the future. Also, an understanding of how Medicare works, and some important considerations that will affect the costs.

Level of Complexity: Overview

Registration Fees:
FPANJ Member – Free
Non-Members – $20



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