Understanding your Fiscal Health Risk Factors and how to avoid them


Session Objectives: 

  1. Attendees will be introuduced to various sources of income both guarenteed and non guarenetted to fund thier retirement income and the impact market volitility can have on distribution stratigies.
  2. Learn about the probability of the need for long-term care and stratigies to meet those needs.
  3. Attendees will learn about strategies to provide income for beyond life expectintancy and to examine various estate planning stratigies to address legacy and end of life planning issues.

MOA Grievance Policy: All grievances should be initially directed in writing to the MOA Executive Director by email to info@mainedo.org who will share them with the MOA's Program Committee. Grievances will receive a response within 30 days of receipt. If you do not receive a satisfactory response, you may notify the Council on Continuing Medical Education, AOA, 142 East Ontario St., Chicago, IL 60611.