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Modern retirement and estate planning strategies: Garnet Health Foundation welcomes a trifecta of experts
Date and Time
Tuesday Oct 17, 2023
9:30 AM - 10:30 AM EDTTuesday, October 17 from 9:30 to 10:30 a.m.
Location
Medical Staff Conference Center
2nd floor, Outpatient Building
Garnet Health Medical Center
707 East Main Street
Middletown, NY 10940Fees/Admission
Free admission, but registration is required in advance.
Contact Information
Contact Michael Garofalo from PKF O'Connor Davies. Please email mgarofalo@pkfod.com and include ''Garnet Health seminar'' in the subject of your email.
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Description
We invite you to join us for a special collaboration of three Hudson Valley estate planning specialists. An accountant, attorney and financial advisor share retirement strategies based on their clients’ common questions and challenges. Light refreshments will be served.
Hosted by Garnet Health Foundation.
Speakers include:
Bonnie Orr, CPA, Partner at PKF O'Connor Davies
Michael Wagner, J.D., Partner at J&G Law, LLP
Senta Curran, CFP, MBA, ChFC, CLU, CLTC at Curran Financial
