Members - $27.50
Guests - $32.00
New Jersey Business at Daybreak Meeting
Friday, May 20, 2016
7:30 am - 10:00 am
Tavistock Country Club
Live Better, Longer
Most of us will retire at some point and planning for it involves identifying and managing a number of risks. Among these risks, longevity, or outliving your money is at the top of all the lists. Others include healthcare costs, investment risk, sequence of returns risk, inflation and the need for long-term care.
Many of us will live into our 90s and some will even make it to 100. But living a long life requires planning. What do you need to do? When do you need to start? Is it too late?
Bill Borton expects he will live to be 100 and created his business to help other Baby Boomers figure out how live better, longer. On May 27th, he will share his thoughts regarding how to know if, and when, you have enough to retire. He will also address ways to manage healthcare costs, the long-term care risk, and how to create guaranteed lifetime income and protect your nest egg against market downturns.
Bill’s presentation will be interactive and is intended to provide answers that will help attendees live better, longer.
Bill Borton is Managing Principal of W.R. Borton & Associates, a specialist in retirement income and long-term care planning for affluent and high net-worth clients. Bill's firm develops individually tailored solutions in collaboration with his client's financial, tax and estate planning advisors to transfer the long-term care risk and create guaranteed lifetime income strategies using a wide range of available insurance and annuity products. He also counsels older clients with regard to Medicare planning and options.
Previously, Bill was a partner with the HeartSTONE Group, a benefits and payroll company; Senior Vice President at HRH, an employee benefits broker & consultant; and Senior Vice President at Banc of America Corporate Insurance Agency. Earlier in his 33 year insurance career, he was a disability income specialist with Northwestern Mutual Life.
He holds the Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU) and Registered Employee Benefits Consultant (REBC) designations from the American College of Financial Services in Bryn Mawr. He is a member of the Philadelphia Estate Planning Council, the Estate & Financial Planning Council of Southern NJ, the American Association for Long-Term Care insurance and has served on the Board of Directors of the Greater Philadelphia Senior Executives Group. He resides in Medford, NJ with his wife, Beverly.
*Invited Guests of GPSEG members may register by calling Maureen Waddington or Linda Volz at 215-393-3144.