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Silicon Valley Chapter - Health Care in Retirement - A Retirement Income Challenge and Opportunity
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Silicon Valley Chapter - Health Care in Retirement - A Retirement Income Challenge and Opportunity

6/14/2018
When: Thursday, June 14, 2018
11:30 AM -1:30 PM
Where: Silicon Valley Capital Club
50 W. San Fernando St.
San Jose, California  95113
United States
Contact: Jim Heitzig, Chapter Executive

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Overview

A startling statistic reveals that many couples in retirement today may have to dedicate 40% of their Social Security income to health care costs by age 70 ― up to 76% by age 87.*

Health care during one’s retirement years brings significant challenges when planning for sustainable income he or she cannot outlive. However, if you understand the challenges as well as how the health care system works, you can educate clients with strategies that may assist them with increasing health care costs and longevity. In turn, this can provide significant opportunities for you when advising your clients during the retirement-income planning process.

The Lafayette Life Insurance Company’s Advanced Markets Assistant Vice President Michael Buckner will discuss these challenges and opportunities when working with clients dealing with health care in retirement.

*Based on a 66-year-old couple receiving Social Security benefits on a Primary Insurance Amount (PIA) of $2,268 per month ($27,216 per year), the national average in 2017.

Source: 2017 Retirement Health Care Costs Data Report, Healthview Services.

Who Should Attend
Advisors across all sectors of financial services, including: Financial Planners, Investment Advisors, Insurance Producers, Attorneys, Estate Planners, CPAs, and Retirement Counselors.

CE Credit Status

CPE

Presenter:

Michael J. Buckner, CLU, ChFC, RICP, CPC, QPA, QKA is Assistant Vice President, Advanced Markets at Lafayette Life Insurance Company where he works with advisors and Regional Sales Vice Presidents and focuses on developing and implementing strategies designed to promote advanced-markets sales. He also provides product training, general sales consultation, creative case-design assistance, and competitive information to the field. Mike also recommends product ideas for advanced markets and provides market and competitive information for input to the Product Development Committee. Michael, who has 27 years of advanced sales experience, holds the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), RICP (Retirement Income Certified Professional), CPC (Certified Pension Plan Consultant), QKA (Qualified 401(k) Administrator) and QPA (Qualified Pension Plan Administrator) designations. He is also a Defined Contribution Plan Specialist as recognized by the American Society of Pension Professionals and Actuaries. He also holds FINRA Series 26, 7, 63, and 6 licenses, as well as the Ohio Life, Variable and Accident and Health Licenses. He received a B.A. in Communications Management at the University of Dayton with a concentration in Marketing and Economics.

Cost

Members: $35

Guests: $50

RSVP: Jim Heitzig, Chapter Executive

Email: jimbocando@sbcglobal.net


Agenda

11:30 am - 12:00 pm: Registration & Networking

12:00 pm: Buffet Lunch

12:30 pm: Program

1:30 pm: Close 

 

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