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Seminar 201: Your Financial & Estate Planning

  • Mulino's at Lake Isle 660 White Plains Road Eastchester, NY, 10709 United States (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

Refreshments and Hors d'oeuvres to be served

Panelists: Walter Camas, David Cutner

Earlier Event: March 20
Seminar 101A: Your Home - Age in Place
Later Event: April 11
Seminar 101B: Your Home - Downsize