Retirement is a wonderful and exciting period in your life, but often raises many questions for those new to getting older. When equipped with the right tools and knowledge, you can truly create a retirement that is as fulfilling, liberating, and empowering as you always dreamed it would be.
Join us as we enjoy a real conversation around your future, covering a wide range of topics including your finances, investing, and the many other opportunities surrounding aging and long-term care.
Here’s what you can expect at The Master Plan for Retirement — lively, fun, and engaging discussion; great food and friends; and lots of great information to help you confidently create your future.
We hope to see you there! RSVP below.
Agenda
FRIDAY, JULY 23
11:00
Sign-In/Lunch
11:45
Mind Over Money
By Doug Guernsey
01:15
Elder Law and Estate Planning
By Steve Quinnell
02:15
Break
02:30
Social Security and You
By David Frietag
03:45
Separating Myth From Truth: The Real Story of Investing
By Doug Guernsey
05:30
Adjourn
The Speakers
03
FEATURED INDUSTRY EXPERTS
01
Investor Coach
FOLLOW
Doug Guernsey
Investor Coach
With 24 years in the financial services industry, Doug has used his extensive experience to fuel his message of prudent investing and protecting the integrity of his client's wealth. Many investors are unaware of the blindspots that exist relating to investing. He conducts ongoing investor education courses grounded in academic investing science that creates a disciplined approach for investors. Doug holds a Bachelor of Arts in Music Performance from the University of West Florida and has served as past president of the National Association of Insurance and Financial Advisors (NAIFA-Pensacola). Doug is currently a member of the Brand Ambassador Program with Matson Money, Inc.
Steve Quinnell
Elder Law Concerns & Planning
Steve Quinnell has been practicing law for over 35 years, specializing in Elder Law since 2001. He is a member of the Florida Bar and Board Certified in Elder Law by the Florida Bar. Steve brings consummate knowledge that is well respected among his peers and in his community. He has served as President of the Estate Planning Council of Northwest Florida (Pensacola). Steve holds his LLM in Taxation from New York University and Juris Doctorate from University of Michigan.
02
Elder Law Concerns & Planning
03
Social Security Planning
David Freitag
Social Security Planning
An industry veteran in financial services and wealth management, David brings unparalleled expertise in Social Security filing strategies and retirement income planning to his current role as a financial planning consultant with Massachusetts Mutual Life Insurance Company (MassMutual). He has been featured in Market Watch, CNBC, USA Today, Money, and The Street.Com. David holds the Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Consultant designations, and has a Master of Education and Bachelor of Science degrees from the University of Maryland.
Santa Rosa County Chamber of Commerce
4315 Avalon Blvd
Milton, FL 32583
The Master Plan
for
Retirement
Two opportunities
What
The Master Plan
for
Retirement
When
Friday, July 23rd
11:00am to 5:00pm
Where
4315 Avalon Blvd
Milton, FL 32583
6704 Plantation Road Pensacola, FL 32504
