| FRIDAY, APRIL 9, 2010
Time: 9:00 - 11:30 a.m. Course #: FLEUR DE LIS-3
SPONSORED BY AXA EQUITABLE (Part of the American Dental Association Retirement Program)
Peter Polovsky
Strategic Retirement Planning in Today's Economy
The road to retirement is often fraught with pitfalls like present needs priority, retirement plan design, investment decisions, and market conditions. We will address a step by step approach for retirement investing needs and long term benefit strategies. Risk management strategies and different retirement plan designs will be evaluated based on factors such as income, age, number of employees, and business structure. A question and answer session will follow.
Course Objectives:
· How market conditions can affect retirement planning in both long and short terms.
· Your need for retirement investing.
· Risk factors and risk management strategies.
· To analyze different plan designs to determine the best for your practice and business structure.
C.E. Credits: 2.5 Non-Clinical Hours
Of Interest To: Dentists and Spouses
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