CWA Life Transition Seminar

CWA Life Transition Seminar

Friday, April 24, 2015

Cain Watters & Associates Conference Center

Plano, TX

 WATCH: CWA Partner Brian Bortz Explains the “Psychology” of Retirement


“So much of retirement is focused on the dollars and cents; but money can’t buy happiness, good friends, or great health. Which is why it’s important that new and soon-to-be retirees prepare for the equally important factors associated with everyday life in retirement … the mental, the social, and the physical.”     Robert Laura

Will you be retiring in the next five years? Have you retired within the last five years? Do you have a family member, mentor, or friend who’s a successful business owner who is facing retirement or is retired?

If the answer to any of these questions is “yes”, then join us on Friday, April 24, 2015 at the Cain Watters & Associates Conference Center as Darrell Cain and Brian Bortz share the collective knowledge that we have gained through guiding our clients to this stage in life and come away with knowledge that will enable you to make informed decisions as you transition your life, not only for your own financial security, but for your emotional happiness, good health, and the perpetuation of your legacy.

“I believe that the biggest mistake that most people make when it comes to their retirement is they do not plan for it. They take the same route as Alice in the story from “Alice in Wonderland,” in which the cat tells Alice that surely she will get somewhere as long as she walks long enough. It may not be exactly where you wanted to get to, but you certainly get somewhere.”  Mark Singer, The Changing Landscape Of Retirement – What You Don’t Know Could Hurt You

You have successfully implemented the strategies necessary for success in the “Accumulation Phase”. As you enter the Preservation and Perpetuation stages you’ll find the journey is not over, only the specifics of your circumstances have changed. Understanding the opportunities and challenges of the Preservation and Perpetuation stages will enable you to make informed decisions as you transition your life.

During the Seminar, we’ll address issues such as:

· What do I expect retirement to look like? What does my spouse expect or want in retirement?

· Once I’ve retired, how do I get cash at home?

· How and when do I terminate my pension/retirement plan?

· How should my investment allocations change in preparation for retirement and during retirement?

· How do distributions from my investments work?

· What about Social Security? When do we apply?

· How do I bridge the insurance gap until I qualify for Medicare?

· How do we prepare to help our aging parents?

· What estate planning changes need to be made before I retire?

Join us at the Life Transition Seminar for the answers to these and other important questions.

Seminar Location

Cain Watters & Associates Conference Center
6900 North Dallas Parkway, Suite 640
Plano, TX  75024

$100 per couple
$ 50 per individual
 Attendance is limited to 40 couples or a maximum of 80 attendees.

Hotel Information 
When you register for the seminar, we’ll send you a list of the hotels near our offices where we have preferred rates.

Seminar Agenda

8:30 – 9:00 a.m.              Registration and Continental Breakfast

9:00 a.m. – 12:00 p.m.    Seminar

12:00 – 1:00 p.m.            Lunch provided by CWA

1:00 – 4:00 p.m.              Seminar

4:30 – 6:00 p.m.              Cocktail Party at CWA

Please let us know when you register if you have any dietary  restrictions so we may accommodate these for you. This includes any religious dietary restrictions, food allergies or special diets. Thank you!

Visit to complete our online registration form.

For payment and questions, contact Phyllis Chandler at, 972.764.6024.

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