Modern Retirement and Estate Planning Strategies - Live Seminar
Join us for a special collaboration of three Hudson Valley estate planning professionals. An accountant, attorney, and financial advisor share retirement and estate planning strategies based on their clients' common questions and challenges. Light refreshments will be served. Presenters: Bonnie Orr, CPA, Partner-PKF O’Connor Davies Michael Wagner, Esq., Partner-J&G Law, LLP Senta Curran, CFP, MBA, ChFc, CLU, CLTC-Select Wealth Partners Hosted by: William Dauster, CFRE, President-Garnet Health Foundation Space is limited and registration is required at www.jglaw.law/events
Date and Time
Tuesday Oct 29, 2024
6:00 PM - 7:00 PM EDT
October 29th, 2024 6pm to 7pm
Location
Garnet Health Medical Center, Outpatient Building, Medical Education Conference Center, 2nd Floor 707 East Main Street Middletown, NY 10940
Fees/Admission
FREE
Website
Contact Information
Gabriela Garcia
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