Life comes at you in a series of stages and for each stage there can be a plan. Whether you are about to retire or are already retired, having a plan will help you navigate your retirement years more successfully.
Retirement Dinner Seminar:
Clifton Park, NY
In response to the COVID-19 shutdowns we have cancelled the March 26th and April 1st Seminars at Bellini’s Italian Eatery in Clifton Park.
Saratoga Springs, NY
In response to the COVID-19 shutdowns we have cancelled the April 28th and April 30th Seminars at Prime at Saratoga National in Saratoga Springs.
Social Security Dinner Seminar:
2020 dates TBA
4 Congress Park Centre
21 Congress Street, Suite 203
Saratoga Springs, NY 12866
or fill out our online form in the menu above.