Ready or Not Here It Comes: Planning For Retirement

CE Credit:

Approved 3 GEN CE Hours


Deadline to register is July 22nd, 2025

Most folks (including insurance people!) have done little to address the elephant that’s always in the room: retirement planning. This course will discuss the risks that retirees will face along with the solutions to minimize the risks.


24-48 hours before the webinar, PIANEIA will send an information email with the link to connect to the Webinar and sign-in procedures.


Jul 24, 2025

12:00 pm - 3:00 pm

Webinar

NE

$59.00

PIA Members: $39.00

Register

Jul 24, 2025

12:00 pm - 3:00 pm

Webinar

NE

Instructors

Charles Matejowsky

CIC, LuTCF

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 sever-al Texas cities. Matejowsky is a 41-year member of the National Association of Insurance and Finan-cial 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 Murray Tall Texas Award based on his association involvement, community ser-vice and education. 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 Re-search for 25 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 58 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.

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Additional Information

Cancellation Policy:

Cancellations received between Jul 14th at 12:00 PM and Jul 21st at 11:59 AM will incur a $2.00 non-transferable fee.

Cancellations received after Jul 21st at 12:00 PM will incur a $5.00 non-transferable fee.


If you fail to show up for the class, your registration fee is forfeited. NO Exceptions. All cancellations must be in writing, emailed to frontdesk@pianeia.com. There is no penalty for substitutions from your company or agency. All credit card refunds will incur a $6 processing fee or minus the cancellation fee. All check payments will be refunded in full or minus the cancellation fee. All refund payments will be made via check payment.

Please Note:

Recording devices, paging systems, cell phones, wristwatch alarms, laptops or other electronic devices may not be used during presentations. In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any request for accommodation to that disability. Please submit your request as far as possible in advance of the institute you wish to attend.

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