BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//499489
BEGIN:VEVENT
DTSTAMP:20260429T170108
VTIMEZONE:America/Chicago
DTSTART:20260609T170000Z
DTEND:20260609T190000Z
UID:499489
SUMMARY:Surgent's Where To Live in Retirement (WTR2)
LOCATION:Webinar
DESCRIPTION:Surgent's Where To Live in Retirement (WTR2)\n\n06/09/26 12:00 PM CST\n - 06/09/26 02:00 PM CST\Description:\nDeciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years. Objectives:
 Understand all the relevant issues that need to be considered in deciding where to live in retirement
 Presenters:Mike Callahan, FSPA, CPC, EA, RMA®, CWS®Field of Study:Taxes (2)Major Topics:
 Does continuing to live at the current location meet retirement goals and lifestyle?
 Are there family concerns such as an elderly parent that prevent moving away from the current location?
 Is the current location affordable when income from a salary ceases?
 What health concerns are there that would limit the ability to move to another location?
 Is an assisted living facility something that should be considered now or in the future and is a suitable one available?
 What happens if a person is disabled while retired?
 Are there state and local tax considerations that would encourage staying in place or moving?
 Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location?
 Should a retiree downsize?
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Where To Live in Retirement (WTR2)<br /><br />06/09/26 12:00 PM CST - 06/09/26 02:00 PM CST<br />Description:<br />Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years. <br><br><b>Objectives:</b><br><ul>
    <li>Understand all the relevant issues that need to be considered in deciding where to live in retirement</li>
</ul><br><b>Presenters:</b><br>Mike Callahan, FSPA, CPC, EA, RMA®, CWS®<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Does continuing to live at the current location meet retirement goals and lifestyle?</li>
    <li>Are there family concerns such as an elderly parent that prevent moving away from the current location?</li>
    <li>Is the current location affordable when income from a salary ceases?</li>
    <li>What health concerns are there that would limit the ability to move to another location?</li>
    <li>Is an assisted living facility something that should be considered now or in the future and is a suitable one available?</li>
    <li>What happens if a person is disabled while retired? </li>
    <li>Are there state and local tax considerations that would encourage staying in place or moving?</li>
    <li>Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location?</li>
    <li>Should a retiree downsize?</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
BEGIN:VALARM
TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR