Available Across The United States
August 4-6, 2020

Rick Durkee

Founder of the Coastal Financial Planning Group

Christine Sheffield

Parent Care


Darryl Fyall

Long-Term Care

Phil Kosmala

Market Volatility

Ryan Borer

Defined Outcome Investing

Rebecca Imholz

Parent Care Solutions

Wayne Ferbert

All-Weather Investment Portfolios

Alan Donald

Real Estate for


Jerry Garner

Reverse Mortgages

Tripp Wiles

Estate Planning

Nathan White

Social Security

Bill Boscow

Senior Living Investments

Jason Mackey

Medicare Blueprint

Michael Sgobbo

Elder Law & Advance Directives

Jim Duffy

Low Interest Mortgage Planning

Kit Kitchens

Long-Term Care

Sandwich Generation

David Greene

Tax-Free Income

via Life Insurance

Doug Snyder

Tax Planning &

Tax Laws

Image by Christian Wiediger

Already Retired or

Planning to Retire?
This Important Virtual Event

Is For You!

August 4-6, 2020

Schedule Of Events

Pick one, or choose them all and share with other retirement-minded friends and family. No Cost, No Stress, & No Obligation!

Tuesday 8/4

9:30 am - 10:30 am

11:00 am - 12 Noon

12:30 pm - 1:30 pm

2:00 pm - 3:00 pm

3:30 pm - 4:30 pm

5:00 pm - 6:00 pm

Defined Outcome Investing: Can You Find  Security in Uncertainty?

Presenters: Rick Durkee & Ryan Borer

Elder Law & Advance Directives: What are “advance directives” and how could they effect your estate planning wishes so that they come true 

Presenter: Michael Sgobbo

All-Weather Investment Portfolios: Searching for the All-Weather investment portfolio, the US Mutual Fund market should be avoided based on recent track record. Find out why!

Presenter: Wayne Ferbert

Real Estate for Retirees - What you should know about real estate in the current economy & how it could affect your retirement

Presenter: Alan Donald

Estate Planning - learn how to leave your financial legacy to whom you want, when you want, in the most tax-efficient manner available today!

Presenter: Tripp Wiles

Social Security - Minimize your taxes/maximize your benefits

Presenter: Nathan White

Wednesday 8/5

9:30 am - 10:30 am

11:00 am - 12 Noon

12:30 pm - 1:30 pm

2:00 pm - 3:00 pm

3:30 pm - 4:30 pm

5:00 pm - 6:00 pm

Market volatility! Election! Post-Covid Worries! What can you do for your investment portfolio? 

Presenters: Phil Kosmala

Reverse Mortgages & Retirement Lifestyle Planning: Does a reverse mortgage make sense for you to enjoy a better lifestyle in retirement? 

Presenter: Jerry Garner

Senior Living Investments: What issues do nursing homes face today in a Covid world?

Presenter: Bill Boscow w/ Springhill Suites

Relocating in Retirement: What options do you have regarding where you want to “right size”

Presenters: Rick Durkee & Jerry Garner

Traditional Mortgage planning For Retirees in a low interest environment

Presenter: Jim Duffy

1031 Exchanges & Real Estate Investment Trusts- How can they work together and get you out of the real estate management business while deferring capital gains taxes?

Presenter: Rick Durkee

Thursday 8/6

9:30 am - 10:30 am

11:00 am - 12 Noon

12:30 pm - 1:30 pm

2:00 pm - 3:00 pm

3:30 pm - 4:30 pm

5:00 pm - 6:00 pm

Medicare - The author of “Medicare Blueprint” explains his book that simplifies the complicated Medicare system. Main steps to consider & 2020 updates

Presenters: Jason Mackey

Long-Term Care - - Are you part of the "Sandwich Generation"

Presenters: Darryl Fyall & Kit Kitchens

Defined Outcome Income Planning For Retirement

Presenter: Rick Durkee & Nathan White

Kai-Zen - A Japanese theory that applies to maximizing outcome of tax free income through life insurance.

Presenters: Darryl Fyall & Dave Greene

Parent Care Solutions: 5 biggest challenges you'll face as you age & how to avoid them in today's environment. 

Presenters: Christine Sheffield & Rebecca Imholz

Tax Planning: 5 Charts For Navigating Retirement Planning During Ever-Changing Tax Laws 

Presenters: Doug Snyder, CPA, CGMA


Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. 

©2020 by Coastal Financial Planning Group