Live Seminar

Join us for a special collaboration of three Hudson Valley estate financial planning professionals. An accountant, attorney, and financial advisor share retirement and estate planning strategies based on their client’s common questions and challenges. Light refreshments will be served.

Who should attend: retirees and late-stage career professionals who want to establish a framework for their retirement and estate planning.

PKF O’Connor Davies – Bonnie Orr, CPA, Partner

J&G Law, LLP – Michael Wagner, Partner

Select Wealth Partners – Senta Curran, CFP, MBA, ChFc, CLU, CLTC

Hosted by Garnet Health Foundation – William Dauster, CFRE, President

Questions?  Directions? Call Garnet Health Foundation at 845.333.2333