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November Seminar

Complimentary Dinner Presentation

Hosted by Retirement Planning Group, LLC

November 9th, 14th, and 16th

Come join us for a presentation and dinner! Strategies to help you protect your income, preserve your estate, and decrease your taxes will be discussed.

For the last 30 years, President of Retirement Planning Group, LLC, David M. Kopyc, CRPC® has assisted various individuals meet their long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and preservation, as well as pre-and post-retirement planning. David will discuss strategies to help preserve your assets, increase income, and reduce estate taxes.

Adam Breault, Esq. is an attorney with the law firm of Meyers & Meyers, LLP, which has offices in both Albany and Saratoga Springs. His practice mainly focuses on estate planning, probate, and estate administration. After David's presentation, Adam will explore ways to preserve your choices, protect your assets, and show you how to qualify for Medicaid when facing nursing home expenses.

There will be three separate dinner presentations. (November 9, 2017) (November 14, 2017) (November 16, 2017) Registration starts at 6 PM each night, and the dinner will begin around 6:30 PM.

Location

Treviso by Mallozzi's

257 Washington Ave Ext

Albany, NY 12205

Treviso by Mallozzi's