Jan Mohamed, CFP, ChFC & Hon. James Zander, CLU are Presenting an Upcoming Workshop…

Jan Mohamed, CFP, ChFC & Hon. James Zander, CLU will be presenting a workshop on September 18, 2013 covering the following…


   The Affordable Care Act/Healthcare Reform &

Advanced Retirement Strategies

Using Qualified & Non Qualified Plans


Their  workshop will be giving information necessary to guide  clients through the maze of the new healthcare deadlines and possible fines.  Plus, they will be exploring new concepts to maximize  retirement planning strategies.

  • James is an expert in this field and will outline in detail the options and pitfalls that business owners will have to face & understand.
  • Healthcare benefits are becoming more complicated and clients need your advice to navigate the options available.
  • There are options that can save business owners thousands of dollars & this information will give you clarity.
  • Jan is a recognized source for designing creative retirement solutions for business owners & professionals.
  • The hyper-regulation of retirement plans has caused many to settle for simple plans or a 401k.  Generally, in most cases, these plans will not accomplish a Dr.’s or business owner’s retirement goal.