Events

Seminars for the 2019-20 Season coming soon! Contact us for a listing when avaiable.

Until then, here are the past

Seminars 2018-19 Season

For details, directions, and RSVP please visit my Facebook Events page.

 
1/17/2019 6:30pm
Northeast-Millerton Library
Common Mistakes in Estate Planning
 
1/24/2019 6:30pm
John C. Hart Memorial Library
Blueprint for Financial Success
 
1/30/2019 10:00am
Mahopac Library
Common Mistakes in Estate Planning
 
2/7/2019 6:30pm
John C. Hart Memorial Library
Long Term Care Options
 
2/12/2019 6:30pm
Mahopac Library
Tax Diversify Your Retirement Plan
 
2/28/2019 6:30pm
John C. Hart Memorial Library
Tax Diversify Your Retirement Plan
 
3/6/2019 6:00pm
Moffatt Library
Long Term Care Options
 
3/14/2019 7:00pm
Somers Library
Long Term Care Options
 
3/28/2019 7:00pm
Boardman Road Branch Library
Tax Diversify Your Retirement Plan
 
4/6/2019 2:30pm
Boardman Road Branch Library
Common Mistakes in Estate Planning

Calculators