11:45am – 12:15pm

Registration

12:05pm – 12:15pm

Welcome and Lunch Sponsor Message

12:15pm – 1:15pm

Lunch Presentation - How Earnings Growth Throughout the Lifecycle Impacts Savings Strategies – Derek Tharp, Ph.D., CFP®  – Kitces.com

Presentation Materials

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Approved

1:15pm – 1:30pm

Networking and Break

1:30pm – 2:30pm

Social Security Claiming Strategies – Dennis Heywood – Social Security Solutions, LLC

Presentation Materials-Handouts - Heywood

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Approved

2:30pm – 3:30pm

Medicare Fundamentals – Kerry Quick – Seniority Benefit Group
Please contact speaker regarding presentation materials.

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Approved

3:30pm – 4:00pm

Networking and Break w/ Refreshments

4:00pm – 5:00pm

How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies –Derek Tharp, Ph.D., CFP® – Kitces.com

Presentation Materials

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Approved

5:00pm – 6:00pm

Happy Hour Reception and Raffles