Back to Upcoming CLE

   Planning Ahead: Are You Taking the Right Steps to Secure Your Retirement?

Presented by:
Small Firm Practice Management Section

About the Program: This half-day seminar will teach the small firm and solo lawyer all of the basics - and then some - needed to plan for retirement, including why to start now.

Who You Will Learn From: A well-rounded panel of leading industry professionals who will give attendees a complete perspective on effective retirement planning comprised of an estate planning attorney, a pension attorney, an investor, and an insurance representative.

You Will Learn:

  • How to plan for unplanned early retirement due to death or disability.
  • When to save for retirement in an IRA, when to establish an ERISA-qualified plan, such as a 401(k) plan.
  • The options and opportunities presented by retirement plan design.
  • How to plan and execute an investment and insurance strategy at various career stages.
  • The impact of retirement benefits afforded by a spouse's employer.

Seminar Code: SK012414

Date: Friday, January 24, 2014

Time: 9:00 a.m. to 1:00 p.m.

Location: CBA Law Center, New Britain, CT

Event Cost: Member $145.00
  Non-member $225.00
  Law/Paralegal Students $75.00 (on a space-available basis)
Credit Hours: 2.0 Hours

Program Faculty
David M. S. Shaiken, David Shaiken LLC, Glastonbury
Gregory Smith, Attorney at Law, Ridgefield

Steven M. Basche, Law Offices of Steven M. Basche LLC, Glastonbury
Laurence P. Brundage, CFA, Manager of Investment Services, HFM Wealth Management, Hartford
Ira H. Goldman, Shipman & Goodwin LLP, Hartford
Brian Noe, ChFC®, CLTC, MW Financial Group, Ltd., Hartford

9:00 Introduction (Smith)
9:20 Estate Planning and the Unplanned Retirement (Basche)
10:05 The Law of IRA’s and ERISA-Qualified Plans (Goldman)
10:45 Break
11:00 How To Craft An Investment Plan (Brundage)
11:40 Insurance, Animal Spirits, and Risk (Noe)
12:20 Questions and Answers

Who Should Attend
The seminar will benefit lawyers at all stages of their careers, accountants, and pension and investment professionals.


CLE materials for this seminar will be e-mailed to registrants prior to the seminar for download.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE.

Register for: