Tyler Collier Associates LLC
Certified Public Accountants and Consultants
Planning For A Prosperous
Saturday, November 11, 2017
I. It’s More Than Your Will
Presenter- Robert Schweitzer, Julian Gray Associates
- How can I prepare for long-term care?
- What Documents do I need to prepare?
- How do I minimize inheritance and estate taxes?
II. Making the most of Retirement and Savings Plans
Presenter- From Edward Jones, Jerrell Smith
- What are my Retirement and savings plan options?
- What should my retirement and savings plan look like?
- Do I need insurance and/or Annuities?
III. Managing Your Social Security
Presenter – Terry Collier, Tyler Collier Associates LLC
1. When should I apply for Social Security and Medicare?
Presenter – Dan Busatto, Century Insurance Consultants
1. Using Medicare, how do I minimize my healthcare costs?
Presenter – John Harris, Harris Financial Management
1. How do I calculate what I need to retire?
It’s More Than Your Will
Robert Schweitzer, Julian Gray Associates
Rob Schweitzer focuses his practice on counseling individuals and families with respect to estate and long-term care planning as well as trust and estate administration. He has lectured for the Pennsylvania Bar Institute on Elder Law topics such as Medicaid, Veterans benefits, and long-term care planning.
He received his Bachelor of Arts, magna cum laude, from Westminster College, New Wilmington, Pennsylvania. He received his Juris Doctor from the University of Pittsburgh School of Law.
Rob has been recognized as Pennsylvania Rising Star in the field of Elder law by the Pennsylvania edition of Super Lawyers magazine.
Making the most of Retirement and Savings Plans
Edward Jones Investments
Jerrell Smith is a Financial Advisor with Edward Jones Investments, where is responsible for handling client accounts in the field of strategic investments, including retirement, education and saving money on taxes.
Jerrell attended Jackson State University, earning a Bachelor of Business of Administration in Accounting. After obtaining his B.B.A he joined Teach for America where he taught Mathematics at Samuel F. Fels High School in Philadelphia, PA. Upon completing his two-year commitment, he furthered his education and graduated from the University Of Pittsburgh School Of Law in 2008. After graduation he practiced Energy Law with CONSOL Energy for 5 years.
Managing Your Social Security
Terry Collier, Tyler Collier Associates LLC
Terry Collier is Vice President of Tyler Collier Associates LLC, a CPA Firm in Pittsburgh, PA, which specializes in taxes and auditing services. He is a graduate of Ohio State University with a BS in Industrial Engineering and holds an MBA with emphasis in accounting from the University of Pittsburgh. His experience in accounting spans over 40 years.
Dan Busatto, Century Insurance Consultants
Dan Busatto is a Certified Healthcare Reform Specialist with. He joined Century Insurance Consultants in 2012 and has been in the insurance industry since 2000. Dan is licensed in all lines of Insurance including Property, Casualty, Life, Accident, and Health and Fixed Annuities. Dan spends much of his time educating employers and individuals on the Evolving Affordable Care Act.
John Harris, Harris Financial Management
John G. Harris is a Pittsburgh-based financial advisor with over 35 years of experience in the financial services industry. He is the founder of Harris Financial Management, a Registered Investment Advisor located in Pittsburgh, Pennsylvania
Harris Financial Management specializes in wealth management and holistic retirement income planning for business owners, professionals, pre-retirees, retirees and high net worth individuals. John’s primary focus is to help his clients save, grow and protect their money, so they’ll have peace of mind in retirement.
He graduated from Georgetown University in 1978, and he’s well versed in addressing his clients’ needs with respect to investment, income and retirement planning within the context of legacy, estate and trust considerations.
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