What Ever Happened to “And They Lived Happily Ever After?”
Total Credits: 2 including 2 CE Credit
- Average Rating:
- 89
- Bundle:
- Life Bundle
- Categories:
- Life | Health
- Speaker:
- Charlie Matejowsky
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Access for 90 day(s) after purchase.
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 SC - This course is approved for 2 hrs CE - Course#6000126046Type of Course: Life, Accident & Health
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
| Please Read - VOD credit instructions and state specific required forms (156.9 KB) | Available after Purchase | ||
| Whatever Happened to Live Happily Handout (1.5 MB) | Available after Purchase | ||
| WHAT EVER HAPPENED TO “AND THEY LIVED HAPPILY EVER AFTER”? - Timed Outline (13 KB) | Available after Purchase | ||
| 2022 DOI Statement (132.3 KB) | Available after Purchase | ||
Speaker
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.
State Specific Details
Basic Course Information
Designed For Anyone who works with retirement plans - or who ever plans to retire!Promo Video
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