Tuesday Apr 4, 2017
6:00 PM - 7:30 PM EDT
Boardman Road Library
141 Boardman Rd.
Poughkeepsie, NY 12601
Call Staci at 845-597-5780 for more information and to register.
Send Email
Geared towards individuals who have retired or are within 10 years of retirement age. Obtain valuable information as how to best protect your assets and how to maximize your estate through strategic uses of life insurance and annuities. We will also discuss some of the basics of the new Department of Labor Law that will be implemented in 2017 in regard to 401(k) and IRA accounts. Presentation followed by general question and answer session. You can also have the opportunity to speak one-on-one with the experts.
Presented by: Matt Cavagnaro, Liberty Mutual Life Assurance
Concetta CP Chiarolanza, Estate Planning & Elder Law Attorney
Light refreshments will be provided. All participants receive a free gift and an entry into a raffle for a $50 VISA gift card!