|Date and Time:||3/14/2017 7:30-9:15 AM
|Event:||CHICAGO CHAPTER NASSP MEETING
|Topic:||Assist your C-Suite and Executive clients in understanding the special issues they will face with aging, end-of-life,
and estate & legacy
|Location:||Perkins Coie LLP
131 S. Dearborn Street
Suite 1700 - Conf. Room 17-B
Chicago, IL 60603
Check-in list at Security Desk. Please bring photo I.D.
|Contact:||Susan J. Daley
|Contact Phone:||(312) 324-8645
Consultant, October Three Consulting; and,
Adjunct Professor (Elder Law) and Distinguished Scholar in Residence,
Loyola University Chicago School of Law; and
Adjunct Professor (Estate Planning), The John Marshall Law School in Chicago
Abstract: As Stock Plan Professionals, we generally assist our clients with generating sources of retirement income. However, like most Americans, they ignore or postpone planning and simply wait for emergencies before speaking to elder law attorneys or other professional advisors. This presentation will provide some ideas for you to provide appropriate advice at the appropriate time to assist your clients in understanding the psychological, health, and social issues and risks they will face in retirement, even if some of their financial and legal risks have been mitigated. And, who knows, maybe you will learn some issues to consider in your own personal life.