How to Register

To RSVP, please email Phil Borgman either using the button below or this link with your name and contact phone number. Please also include the contact information for any guests that will accompany you.

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Guest Policy

Guests are permitted to accompany members but are limited to spouses of attendees. However, this policy is subject to change as the event reaches capacity.

Western Slope Pre-Retirement Planning Seminar

It's time to plan your next adventure


Join FPPA for a free full-day event dedicated to building a strong and safe retirement. This retirement planning seminar is specifically tailored for our members, the firefighters and police officers of Colorado.

If you are within 10 years of retirement or recently retired, this seminar is for you!


The Basics

Date: Thursday, August 15, 2019

Time: 8:45am - 2:15pm

Location: DoubleTree by Hilton, Grand Junction, 743 Horizon Dr, Grand Junction

Schedule of Events

8:15am - 8:45am: Check-in

8:45am - 9:00am: Welcome Remarks  |  FPPA Staff

9:00am - 9:50am: Planning Your FPPA Retirement  |  FPPA Staff

9:50am - 10:00am: Break

10am - 10:50am: Medicare 101  |  John Ahern – SHIP (State Health Insurance Counseling and Assistance Programs)
Explaining your Medicare benefits and costs

10:50am - 11:00am: Break

11am - 12:00pm: Social Security: With You Through Life’s Journey  |  Billy Vincent
This presentation will review general Social Security benefits as well as spousal benefits. This session would be useful to anyone who has paid into Social Security through a past (or current) employer, or whose spouse has paid into Social Security.

12:00pm - 1:00pm: Lunch (On your own)

1:00pm - 2:00pm: Be Sure You Know Where Your Assets and Hard-Earned Money Will Go!  |  Harley Look, Jr. and Krista Look
Harley is an owner of the estate planning law firm of Katz, Look & Onorato, P.C., where he limits his practice to tax and estate planning. Harley will explain why it is important to have an estate plan in place with excellent anecdotal examples. Estate planning is not just for the wealthy!

2:00pm - 2:15pm: Closing Remarks  |  FPPA Staff



Video: 2019 Pre-Retirement Planning Seminar

Here's a look at a similar event from Spring 2019


Questions?

If you have questions about this event, or would like to RSVP, please contact Phil Borgman at pborgman@FPPAco.org or call (303) 770-3772 ext. 6450.

 


 


 

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