Date: Tuesday, May 2, 2017, 6:00 p.m. – 8:00 p.m.
Hosted By: Gary Abely, CPA, CFP®, AIF® and Jodi Murphy, J.D.
A checklist review for those within three years of retirement. Spend a couple hours to make sure you’re on the right track for a successful retirement. It will also be a great time to review the key components of a successful estate plan with an estate planning attorney. Attendees will receive a copy of the Countdown to Retirement checklist.
This is not a product presentation, so leave your checkbook at home!
Please call Carrie at 407-869-9800 or complete the form below to make a reservation. Light refreshments will be provided.
Where: 1111 Douglas Avenue, Altamonte Springs, Florida