Contact
Molly Dean Bittner, SecretaryThe Estate Planning Council of Richmond, Virginia
804-409-5605
mdbittner@cfrichmond.org
December 10 Estate Planning Council Meeting
Our Speaker is:
Brian T. Ford, CFP
a Managing Director with RBC Wealth Management
His Topic is:
Rules of the Road for Retirees: Income Planning Case Studies
Rules of the Road for Retirees: Income Planning Case Studies
Brian T. Ford, CFP is a Managing Director with RBC Wealth Management. He and his experienced team specialize in working with individuals, families, and business owners to handle the diverse and sophisticated needs that arise when clients experience a “financial change of life”. That includes individuals transitioning into retirement, inheriting assets, or selling businesses or property. Especially in the current low interest rate environment, generating sustaining income is more important than ever.
Brian will discuss specific strategies and discussion points he has with clients on a regular basis to navigate these important financial planning goals.
Brian will discuss specific strategies and discussion points he has with clients on a regular basis to navigate these important financial planning goals.
GUESTS and EMERITUS
The guest fee is $90. Guests must be registered in advance by a member. Guests who are in good standing at another region's Estate Planning Council must register, but are not required to be sponsored by a member.
Emeritus members must be registered and the Emeritus fee is $85 unless already paid for the year. Checks should be made payable to The Estate Planning Council of Richmond.
Should your plans or guests change, contact Council Secretary, Molly Dean Bittner at mdbittner@cfrichmond.org or 804-409-5605.
Emeritus members must be registered and the Emeritus fee is $85 unless already paid for the year. Checks should be made payable to The Estate Planning Council of Richmond.
Should your plans or guests change, contact Council Secretary, Molly Dean Bittner at mdbittner@cfrichmond.org or 804-409-5605.
Click on the blue link above to register or decline. You will be able to pay by credit card at the registration link.