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