Planning For The Future


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Planning for the Future...
Tuesday July 31, 2018-1 pm - 2:30 pm - NJPSA 12 Centre Drive, Monroe Twp, NJ 08831
Presenters:
Mark MacDonald, Advanced Wealth Preservation
Paul Rothman, Financial Management Corp.
Bob Murphy, NJPSA Director of Retirement Services
Fee: Complimentary - Premier, Organizational & Private school NJPSA members

It is never too early (or too late) to plan for your future. This workshop is not a program on your Pension, but will address a number of the concerns requested by our members as you "Plan for your Future" beyond the schoolhouse walls.
- Understanding Assets/Investments
- Estate Planning
- Wills vs. Trusts
- Understanding NJ State Estate Tax
- Social Security
- Long Term Care and Life Insurance
- Survivor Guide
Please note - This is NOT a Pension/Retirement workshop, appointments can be arranged through our office - contact NJPSA Retirement Services.

Start Date: Tuesday, July 31, 2018
End Date: Tuesday, July 31, 2018

Cancellation/Refund Policy: If you are unable to attend a program for which you have registered, call or write to FEA seven (7) days prior to the program to request a refund. No refunds will be granted unless notification is provided within this time frame

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