Financial Planning 51+ Seminar

Description:This seminar will focus on issues more pertinent to those nearing retirement, e.g.,  making ‘catch-up’ contributions, claiming strategies to optimize Social Security income, estimating retirement income, retiree investment risks, and appropriate investment allocations.

Event Details: Access to the recorded seminar and printable materials is free. If you would like to request an on-site presentation, please complete the form below.

 

Seminar Agenda:

  1. Begin to envision and plan
  2. Take inventory
  3. Estimate retirement income and expenses
  4. Increase contributions
  5. Adjust to changing investment needs
  6. Understand changing insurance needs
  7. Develop or update estate plans

Dave headshot

Speaker: 

Dave Anderegg is a Financial Planning Advisor for PCA Retirement & Benefits,  beginning his service in October, 2011. He is a Teaching Elder in the Gulf Coast Presbytery and has served several congregations. Dave is a graduate of the University of Georgia (BA), Auburn University (MBA), Reformed Theological Seminary (MDIV), a Certified Financial Planner (CFP®), and served as a member of the RBI Board of Directors from 2001-2005. Prior to ordination, Dave worked as a Financial Analyst with Mutual of New York (MONY) as a Financial Planner with Ron Blue & Co., and as an Adjunct Instructor at Belhaven College. Dave’s primary responsibility is to provide pastors, plan participants, and churches with retirement, investment, insurance, and general financial planning advice and guidance. He also visits presbyteries, churches, schools and seminaries for individual counseling and product presentations.  David and his family worship at Restoration Presbyterian Church.

Request a Seminar Form

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PCA Retirement & Benefits (RBI)
The employee benefits agency of the PCA.

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1700 North Brown Road, Suite 106, Lawrenceville, GA 30043
Phone: 678.825.1260 | toll free 800.789.8765 | fax 678.825.1261
Email:  rbi@pcarbi.org | relief@pcarbi.org
retirement@pcarbi.org
insurance@pcarbi.org
planning@pcarbi.org