ESTATE PLANNING COUNCIL OF THE FUN COAST

• Life expectancy considerations
   
• Whose Benefits are women collecting?
   
• When should benefits be collected?
   
• Early retirement benefits
   
• When to commence benefits?
   
• What if a client works during retirement?
   
• Delayed retirement credit
   
• Spousal and Survivor Benefits
   
• Alternative Strategies

Speaker's Bio:

Tony Marek, CFA®, CPA®, is a member of the U.S. Private Client team at BlackRock. He is dedicated to supporting Independent Financial Advisors throughout the state of Florida. Tony has 9 years of financial services experience which includes time spent conducting equity research for American Century Investments. Prior to joining in the investment management industry, Tony was a Senior Tax Advisor with Deloitte in Kansas City, MO where his client base consisted of Ultra High Net Worth individuals, corporations and partnerships. Tony holds a Bachelor of Science in accounting and a Masters degree in accountancy from Truman State University where he also was a 4 year letterman on the football team. He is a Chartered Financial Analyst and a Certified Public Accountant. A native of Southern California, Tony, his wife Julie, their son, Max, and daughter, Charlotte, live in Orlando, FL. Tony is an avid family man, golfer, technical scuba diver and snowboarder.

**Worth 1 CE Credit for: CFP, CIMA, CLU/ChFC, CPE/CPA

Directions to the Hilton:

Cost: $15- If you schedule a seat and then need to cancel, you must cancel by 12:00 noon on August 22nd or you will be charged.

RSVP: Kirstin Moore kwynnmoore@cfl.rr.com or 386-677-9464
Erin Wynn Masters, CFP, CDFA
Vice President & Program Chair - Estate Planning Council Fun Coast