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Our clients are fearful of job losses, plunging property values, dwindling retirement assets and many other financial crises. Examine the issues important to those clients who have not yet retired, but are approaching traditional retirement age. Discuss Social Security, Medicare, health insurance supplements, and long term care insurance. Options regarding IRA, 401(k) and other employer retirement accounts will be discussed, as clients face the prospect of working and living longer than ever anticipated. Originally presented at PBI’s 11th Annual Estate & Elder Law Symposium in Feb. 2010. Other courses from the Symposium are available for purchase at PBI’s online catalog.
