SDP PhoenixAgenda Day2 102314

Social Security School Road Show Phoenix Airport Marriott 1101 North 44th Street • Phoenix, AZ

Day 2: Strategic Distribution Planning Agenda Thursday, October 23, 2014 7:30 am – 8:00 am

Registration and Continental Breakfast ~ Sagebrush

General Sessions ~ Ponderosa 8:00 am – 9:40 am

Retirement Plan Distribution Issues

9:40 am – 9:50 am

Break

9:50 am – 11:30 am

Retirement Plan Distribution Issues (continued)

11:30 am – 12:30 pm

Lunch ~ Sagebrush

12:30 pm – 1:20 pm

Estate Planning Issues

1:20 pm – 2:10 pm

Income Tax Planning Considerations

2:10 pm – 2:20 pm

Break

2:20 pm – 4:00 pm

How to Integrate Social Security Strategies with Retirement Income Plan Distributions

4:00 pm

Adjournment