Straight Talk on Social Security & Medicare

Presented by:

 Tim Kochis - Director of New Business Lines and Chairman of the Board, Aspiriant

Thanks to our Sponsor: 

Meeting Details:

What are the real fiscal issues for these programs, and will the Financial Planning Profession step up to facilitate a national discussion?

Tim will share some of his insights on the current financial state of Social Security and Medicare, looking at the necessity for concerted action to shift these programs fiscally.  He will offer comments on possible long-term solutions, including how financial planners can insist on honest dialogue – allowing our profession to facilitate a productive national dialog.  This is an extremely timely topic, given the newly enacted Healthcare legislation and the fact that Social Security paid more in benefits than it received in payroll taxes in 2010 – a tipping point not expected until 2016.

Tim is Director of New Business Lines and serves as Chair of Aspiriant's Board of Directors. From 1991 – 2009, he was Chief Executive Officer of Aspiriant and of one of its predecessor firms, Kochis Fitz. Before founding Kochis Fitz in 1991, he was National Director of Personal Financial Planning for Deloitte & Touche (1985 - 1991) and before that for Bank of America (1981 - 1985).

Advanced Registration:   

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends March 7th.

Note: You may continue to register after March 8th but you will be charged at-the-door pricing. Online registration closes March 9th.

No refunds will be made after March 7th.

At The Door Registration:   

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after March 7th.