Keys to Surviving & Thriving as a Retiree Today

April 19, 2012

8:30 AM – 1 PM

Richardson Civic Center

411 W. Arapaho Rd. Richardson, TX 75080

(SW corner of Central Expwy. & Arapaho)


Something for Everybody!!

Topics include:

 Legal Issues Affecting Retirees Today

Security & Identity Theft– Simple Tips and Items to Watch Out for in Today’s New Technology Age

How to Plan for the Impacts of Long Term Care

Medicare 2012 & Beyond

How to Make Your House Safe, Accessible, and Beautiful

Traveling as a Retiree - How to Visit Regional Destinations in Luxury Style

Financial planning in An Uncertain World… A Closer Look at Today’s Top Financial Issues Facing Retirees

How to Gracefully Navigate the Challenges of Aging


Richardson, TX - The 2012 Retiree Symposium will be held at the  Richardson Civic Center in Richardson, Texas - This event is specifically catered to area residents in or nearing retirement. Please leave your checkbooks at home and enjoy a morning full of entertaining and educational speakers. This event will be held on Thursday, April 19. Registration begins at 8:30 a.m. Light refreshments will be served. To reserve your spot, simply call (972) 480-8797 and leave your name, address, and phone number OR complete the form below. There is no cost to attend this event. Please join us for an enjoyable, educational, and entertaining morning.



8:30 am    Registration

9:00 am    Introduction -Agency of Terry Warner

9:15 am    Home For Life - Safe, Accessible, and Beautiful Design -Adam Mandel, Independent Living Design -


 9:15 am    Medicare 2012 & Beyond/Long Term Care Solutions -Agency of Terry Warner -


10:00 am  Estates & Wills—Legal Planning for Retirees -Lori Leu, Leu Law Firm -


10:00 am  Understanding Geriatric Care -Angela Thomas, Caring with Grace -


10:45 am  Financial Planning in An Uncertain World -Troy Frazier, Frazier Wealth Strategies* -


11:30 am  Security for seniors - From Identity Theft & Beyond -Defenbaugh & Associates - Danny Defenbaugh spent 33 years with the FBI before starting his own security & investigations business.


12:15 pm  Retiree Travel - Celebrating 40 Years of Regional Luxury Motorcoach Travel -Dan Dipert Tours  -


*Troy Frazier is an investment advisor representative of USA Financial Securities. Member FINRA/SIPC. A Registered Investment Adviser.



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