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Seminar 201: Your Financial & Estate Planning (FREE Presentation)

  • Bronxville Library 201 Pondfield Rd Bronxville, NY (map)

Seminar 201: Your Financial and Estate Planning. In this seminar we will explore:

  • Financial planning for retirement

  • Reduce risk and optimize income from your investments

  • Home and estate planning

  • Wills, Trusts, and other key documents

Panelists: Walter Camas, David Cutner, Jacqueline Del Priore

Refreshments and Hors d'oeuvres to be served

Earlier Event: November 7
Seminar 101: Your Home (FREE Presentation)
Later Event: February 6
Seminar 301: Your Long-Term Care Plan (FREE Presentation)