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March 8 2017 - Evening Education Meeting
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3/8/2017
When: Wednesday, March 8, 2017
5:00 PM - 8:00 PM
Where: 3 West Club
3 West 51st Street
Room: Lincoln
New York, New York  10019
United States


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Come Join Us for a Duel Meeting: Longevity Risk - What is it and how to plan for it

 

Date: Wednesday, March 8, 2017

Time: 5:00 PM - 8:00 PM

Location: Space is limited!

3 West Club
Room: Lincoln
3 West 51st Street
New York, NY 10019
http://www.3westclub.com/web/3west/northstar

 

Credits: Applied for 2 CFP® CE credits with the CFP Board. You can also earn 2 CPE credits for NY licensed CPAs.

Registration Fees:
FPANY Member - Free
Non-FPANY Member - $50
NYU Student - Free (Please contact us at admin@fpany.org to register.)

 


Title: Longevity Risk

Speaker: Mark Shemtob, MAAA, FSA, FCA, EA, MSPA, CFP® - Owner of Abar Retirement Plan Services LLC

Program Description:
Presenter will speak on longevity risk topics such as outliving your financial resources, life expectancy and health & long term care consequences of living a long time. He will also go into detail on people’s perception of longevity risk and important advisor considerations.

Learning Objective: Retirement needs analysis: Uncertainty about life expectancy and outliving your resources

Level of Complexity: Intermediate



Title: Retiremetrics

Speaker: Kevin Borella, CIMA - Vice President and Private Wealth Director with Franklin Templeton’s Private Wealth Division in New York City and the Mid-Atlantic Region

Program Description:
Kevin will review expected vs. actual client experiences regarding retirement savings goals. The presentation will then take a deeper look into advanced ways measure risk, portfolio construction and solution assessment.

Learning Objective: Retirement Planning - Using advanced measures to help plan for retirement

Level of Complexity: Intermediate



Meet our Speakers:

Mark Shemtob is the owner of Abar Retirement Plan Services LLC, a N.J. actuarial and consulting firm specializing in the design and administration of retirement programs for private employers. Mark is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries (Academy), a Fellow of the Conference of Consulting Actuaries, a Member of the American Society of Pension Professionals and Actuaries, and an Enrolled Actuary under ERISA. In addition, Mark is a Certified Financial Planner and a Retirement Management Analyst providing financial retirement consulting services to individuals. Mark is an active member of the Academy serving on the Social Security Committee, the Lifetime Income Task Force, the Pension Committee, and the Forward Thinking Task Force. Mark has taught as an adjunct professor at Rutgers University on financial retirement issues. He has authored commentaries on retirement issues and spoken on topics covering retirement security in America. Mark volunteers for the Actuarial Foundation. Mark holds a BA from SUNY Albany and an MA from Columbia University Teachers College, both in mathematics.

Kevin Borella is a Vice President and Private Wealth Director with Franklin Templeton’s Private Wealth Division in New York City and the Mid-Atlantic Region. As a trusted business partner, he brings valuable perspective to financial advisors in the areas of practice management, asset allocation and portfolio construction. Kevin supports investment advisors in their pursuit to reach their clients’ long-term investment goals. He began his career in the financial services industry in 2005 and joined Franklin Templeton Investments that same year. As an advisor to the advisor, Kevin is a resource for all of Franklin Templeton’s investment solutions, including mutual funds, separately managed accounts, and institutional alternatives. Kevin is a FINRA registered representative and holds the series 7 and 63 licenses. He holds his Certified Investment Management Analyst® certification (CIMA®) administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. He earned a Bachelor of Arts in Business Economics and a Minor in History from the University of California at Santa Barbara, and currently resides in New York, NY with his wife Blair and daughter Devon.

 

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