Hot Topic Conference:
The Golden Years
(HOT12)
August 24 ● Friday Center, Chapel Hill
CPE: 8 Hours
Sponsorship Opportunities Available
Agenda At A Glance
The following agenda is tentative and subject to change.
FRIDAY, AUGUST 24
7:30–8:00 am
Registration & Continental Breakfast
8:00–8:50 am
The Economics of Aging: Funding the Good Life
Michael L. Walden, PhD, NC State University
8:50–9:00 am
Stretch Break
9:00–10:15 am
Social Security Update
Brian Simpson, Social Security Adminstration
10:15–10:30 am
Refreshment Break
10:30–11:45 am
Medicare: Past, Present, and Future
Ted Marmor, Professor Emeritus, Yale University
11:45 am–12:40 pm
Lunch
12:40–1:30 pm
Healthcare Reform Update
Frank "Skip" Woody, III, Hill Chesson & Woody
1:30–1:40 pm
Stretch Break
1:40–2:30 pm
Financial Planning Mistakes
John Goldsbury, US Trust, Bank of America Private Wealth Management
2:30–2:45 pm
Refreshment Break
2:45–3:35 pm
Eldercare Law
Bailey Liipfert, III, JD, Craige, Brawley, Liipsert & Walker, LLP
3:35–3:45 pm
Stretch Break
3:45–4:35 pm
Retirement Plan Distribution Planning
Benjamin E. Goldstein, CFP, UBS Financial Services, Inc.
RECOMMENDED CPE CREDIT:
8 Hours
METHOD OF PRESENTATION:
Lecture
CONTENT/LEVEL OF KNOWLEDGE:
Financial Planning Update
ADVANCED PREPARATION/PREREQUISITE: None
:
None