
Your Retirement, Your Way: Lifestyle, Legacy & Financial Confidence
Please join us for a special presentation on Wednesday, April 16th at Broadview! We’ll have two financial experts providing insights and tips into the challenging world of estate planning and financial planning. Kylan Johnson from Hudson Valley Estate Planning PLLC will discuss estate planning essentials, including wills, trusts, and key legal documents to review. Ron Smith, wealth advisor from Bernstein Private Wealth Management, will share financial planning and cost considerations for retirement living. You’ll also have a chance to get your questions answered with a Q&A.
RSVP today!
Where: At Broadview – 100 Broadview Avenue, Purchase, NY 10577
When: April, 16 at 2 PM