Modern Retirement and Estate Planning Strategies Live Seminar Registration Form

Modern Retirement and Estate Planning Strategies Live Seminar Registration Form

October 29, 2024, 6 PM, Garnet Health Medical Center, Outpatient Building, Medical Education Conference Center, 2nd Floor, 707 East Main Street, Middletown, NY
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.

Who should attend:

Retirees and late-stage career professionals who want to establish a framework for their retirement and estate planning.

Presenters:

PKF O’Connor Davies - Bonnie Orr, CPA, Partner

J&G Law, LLP - Michael Wagner, Partner

Select Wealth Partners - Senta Curran, CFP, MBA, ChFc, CLU, CLTC

Hosted by:

Garnet Health Foundation - William Dauster, CFRE, President
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