Details
December 12, 2017
3:45PM - 6:15PM
Qualified Longevity Annuity Contracts (QLACs)
& Holiday Networking
Fawcett Center
Qualified Longevity Annuity Contracts (QLACs)
& Holiday Afternoon Reception
presented by Kevin Russ CFP®, CLU
This presentation will explain the use of longevity annuities in IRAs and qualified retirement plans. The speaker will discuss required minimum distribution (RMD) rules that compel distributions from these accounts and how a qualified longevity annuity contract (QLAC) is approved to extend income payment into late old age without running afoul of the RMD rules. The course also discusses alternatives to QLACs in the planning process.
**Afternoon Program**
Tuesday, December 12, 2017, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
3:45pm - 3:55pm - Registration/CE Sign-in
3:55pm - 4:15pm - FPA Business/featured Sponsor
4:15pm - 5:15pm - Program (complete attendance for CE credits is required)
5:15pm - 6:30pm - After-program Q &A/Holiday Networking Reception
Click Here to Register Today!
4th Quarter Parking Pass 2017 (be sure to click on the pass and print to bring to meeting)
Members - $25, Non-members/Guests - $50, Student Non-members - $25
Student Nonmembers may attend up to 2 programs for free, after that the cost is $25.
Student Members - No charge!
Season Pass Holders - No charge!
First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
We have been granted 1 hour of CFP CE by the CFP Board and 1 hour of Ohio Insurance CE credit. Please arrive prior to 4:15pm to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on December 7, we cannot guarantee availability after that date. Cancellations accepted up until NOON on December 7, after that no refunds or credits will be given.
