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Mission Statement

The pension plan for the police officers and firefighters in the City of Fort Lauderdale is a defined benefit plan.  The plan is administered by the Fort Lauderdale Police and Firefighters’ Board of Trustees.  The mission of the trustees is the efficient stewardship of the statutory pension benefits of its active members, retirees, and beneficiaries in such a manner as to safeguard retirement security.

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Board Meeting
October 16, 2019 (12:30 pm - 2:30 pm)
888 S. Andrews Avenue, Suite 202
Fort Lauderdale, Florida 33316
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September 27, 2019 Print E-mail

2019 Retirement Planning Seminar Agenda

Fort Lauderdale City Hall, 100 N. Andrews Ave., First Floor Commission Chambers

 

Friday, September 27, 2019

 

8:30 – 8:45        Welcome

Kenneth Rudominer, P&F Board Chairman

Jon Stahl, GE Board Chairman                

 

 

8:45 – 9:45        (Estate) Planning for Your Family’s Future  

Shane Kelley, Kelley Law Firm.

 

9:45 – 10:30       Impact of the 2017 Tax Cuts & Jobs Act on Individuals (One Year Later)

Mitchell J.  Margolies, CPA

 

10:30 – 10:45     Break

 

10:45 – 11:45     Understanding Your Social Security

Fred Nesbitt, Communications Director

 

11:45 – 12:00     Ready? Set, Go… Your Final   Payout

Debi Donato, City of Fort Lauderdale

 

Deferred Comp Lunch Break-Out Sessions

 

             12:00 – 12:30    Nearing Retirement

Al Pinzon, Nationwide and Aaron R Schwartz, CRC, Nationwide

              12:40 – 1:15     Retirement Income Planning

Yolanda Flores, ICMA-RC and Mark Huston, CFP, ICMA-RC

 

1:15 – 1:35        City Benefits

Ruth Tickle, The Rhodes Insurance Group 

 

1:35 – 2:00        Medicare Insurance for people ageing at 65 or older

                                         David Gluckman, United Healthcare

 

           

2:00 – 2:30        Police and Fire Pension Update and Questions

Lynn Wenguer, P&F Plan Administrator

 

General Employees Questions and Answers

                                                       Nicholas Schiess, GE Administrator