Plan Ahead for Peace of Mind

Developed for those planning for retirement.  This seminar will include:

• Key Considerations for the Transfer of Wealth.
• Assessing your Financials situation.
• Establishing of clear goals.
• Considering Tax implications.
• Importance of Reviews and Updates to your documents.

Date: 
November 20, 2024

Time: 
Check-In and Breakfast   8:15 am – 8:50 am
Presentation   9:00 am – 10:30 am

Where:
Irondequoit Country Club
4045 East Avenue,
Rochester, NY 4618