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Webcast

What Ever Happened to “And They Lived Happily Ever After?”


Total Credits: 2 including 2 CE Credit

Average Rating:
   99
Bundle:
8 HR Life Bundle
Categories:
Life |  Health
Faculty:
Charlie Matejowsky
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

Planning for retirement took a big turn in the early 1980’s with the passing of the Employee Retirement Income Security Act of 1974 (ERISA), This presentation compares retirement planning before and after ERISA. With a much greater responsibility on each individual to decide what is best for their retirement, needs and solutions are emphasized.

SC Course number 6000126046

Basic Course Information

Learning Objectives
  • Participants will have a better understanding of how to structure a retirement plan

Major Subjects
  • Retirement Plans of the Past and Today's Solutions
  • How to Organize Your Resources
  • Tax Free Strategies

Course Materials

Faculty

Charlie Matejowsky's Profile

Charlie Matejowsky Related Seminars and Products

Life and Annuity Certified Professional

Van Dyke Rankin Insurance


Charlie Matejowsky, CIC, LUTCF is vice president of financial services for Van Dyke, Rankin & Co. Inc., in Brenham, Texas. He joined the firm in June, 1982, as a personal and commercial lines producer. Since March, 1990, he has served in his current position and works almost exclusively on the life and financial services side of the business. As a "Retirement Repairman" he serves both individual and group clients.

Prior to joining Van Dyke, Rankin & Co., he served 15 years as a classroom teacher and coach in several Texas Cities.  Matejowsky is a 35-year member of the National Association of Insurance and Financial Advisors and is a charter member of the American Health Insurance Association. He has served in numerous leadership roles at both local NAIFA-Central Texas and NAIDA-Texas. In 2016, he was awarded the Bruce Murry Tall Texas Award based on his association involvement, community service and education. Recently, Charlie was awarded the 2019 NAIFA -Texas Lifetime Achievement Award.

He has been a National Faculty member for the National Alliance for Insurance Education and Research for 20 years and instructs both basic and advanced classes all over the United States. He also served as a moderator for the American College of Financial Services' Life Underwriter Training Council for 20 years.

Charlie prides himself in being an A B C (Aggie-Bohemian-Coach) kind of guy. His goal is to educate clients and prospects and help them make those very important lifetime and retirement decisions.

Charlie and Carolyn, his wife of 55 years, were awarded the 2019 Washington County Chamber of Commerce Man and Woman of the year awards. It is the first time that a couple has received that award at the same time.


Dates

Mon, Jul 29, 2024 - 03:00pm to 04:55pm EDT
Mon, Aug 05, 2024 - 09:00am to 10:55am EDT
Fri, Aug 16, 2024 - 12:00pm to 01:55pm EDT
Fri, Sep 06, 2024 - 03:00pm to 04:55pm EDT
Wed, Sep 18, 2024 - 09:00am to 10:55am EDT
Wed, Oct 09, 2024 - 12:00pm to 01:55pm EDT
Fri, Oct 25, 2024 - 03:00pm to 04:55pm EDT
Mon, Nov 04, 2024 - 09:00am to 10:55am EST
Fri, Nov 15, 2024 - 12:00pm to 01:55pm EST
Wed, Dec 11, 2024 - 03:00pm to 04:55pm EST
Thu, Dec 26, 2024 - 09:00am to 10:55am EST

State Specific Details

Basic Course Information

Designed For Anyone who works with retirement plans - or who ever plans to retire!

Promo Video

Reviews

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Overall:      4.9

Total Reviews: 99