NAIFA-Austin & FSP Austin Joint Meeting

Tuesday, September 22, 2009

Westwood Country Club

10:30-11:30 am:  Pre-Luncheon Seminar Featuring

Brad Wiewel, The Wiewel Law Firm,

speaking on

Helping Your Clients Create Their Own Personal Planned Giving Program
Learn what clients can do in the charitable arena that they DO NOT need a lawyer to help them with.


Seating is limited for the pre-luncheon seminar so be sure to register today!


11:30-1:00 pm:  Luncheon Featuring

Jim Caulder, a Social Security Expert, speaking on

Actions and Lack of Actions That Cost You Big Social Security Bucks

Multiple Entitlements
Becoming, "Unmarried"
Computation of Benefits - The Best Deal
Dependent Grandchildren
Non-Covered Pensions
Self-employment Losses and the Earnings Test
Tragic Medicare Entitlement Mistakes
The Next Step




Name Sales End Price
NAIFA-Austin/FSP Austin Member - LUNCHEON ONLY Ended Free
Non-Member / Guest - LUNCHEON ONLY Ended $25

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