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MONEY MATTERS - OCTOBER 25, 2017

The Pennsylvania Department of Banking and Securities—the state agency regulating the investment industry—has partnered with AARP Pennsylvania and together are the driving force behind Money Matters’ mission to bring unbiased, non-commercial investor education and investor protection to consumers. 


Featuring a presentation from Chuck Schaeffer of

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agenda


5 PM to 6 PM: Event Open 
  • Registration/Refreshments
  • Exhibitors Open 

6 PM to 6:10 PM:  
Welcome/Opening Remarks        
  • Brian Roche, WGAL News Anchor, Consumer Reporter
  • Robin L. Wiessmann, Secretary of PA Department of Banking and Securities remarks
  • AARP Leadership remarks

6:10 PM to 7 PM:  Keynote Speaker
 
  • Chuck Schaeffer, American Greed 
  • Q&A. 

7:10 PM to 8 PM:  Top Ten Retirement Protection Strategies
 
  • Brian Roche will moderate a panel of experts to discuss the following topics:

1.       Understanding the Compensation of your Financial Professional
2.       What to look for when checking the background of your IA or BD 
3.       Rules that apply to pension withdrawals/Rollover/IRA 
4.       How to Save Money Now
5.       Taxes – IRA’s, Reverse Mortgages and the biggest tax mistakes
6.       Social Security; Hot Topics
7.       Suitability – Who is typically a fiduciary and who is suitable?
8.       Fiduciary
9.       Annuities – commissions, sales practices, one size does not fit all
10.     Reverse Mortgages


8 PM to 8:30 PM
             
  • Optional Q&A with Panel Speakers
  • Visit Exhibitors


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