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EDU150218-Retirement Planning Essentials: What You Need to Know
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In this free seminar, you will learn the basics of starting and maintaining a retirement plan for you and/or your firm. You will receive education on the fiduciary responsibilities of maintaining such a plan for your small firm as well as tips on how to set up your plan to maximize tax-deferral benefits, and information on your probable costs.

When: Wednesday, February 18, 2015
12:00 p.m. - 1:30 p.m.
Where: CBA Law Center
30 Bank Street
New Britain, Connecticut  06050
United States
Contact: Member Service Center

Online registration is closed.
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Seminar Code: EDU150218

About the Program:

Attendees will learn the basics of retirement planning for themselves and/or for their small firm. Information will be presented on plan options, fiduciary responsibilities, how to maximize the tax-deferral impact of the plan, and costs.

Who Should Attend:

Solo practitioners and firms under 10 practitioners that want to set-up, change or have questions about their retirement plan strategy.

You will learn:

  • How to select a plan for you and/or your small law firm
  • How to be compliant with any fiduciary obligations
  • How to maximize tax-deferral
  • How to stream-line your costs for maximum return


Ed Patterson, Merrill Lynch, Hartford
Tim Prewitt,
TransAmerica, West Hartford
Sean Thomas, Wells Thomas, Branford


Program Schedule:


Liability management (Ed Patterson)

Actuarial review process (Sean Thoma)

Provider costs/ fees (Tim Prewitt)


Event Cost: FREE

Lunch provided by Merrill Lynch.



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