Planning with Purpose: Navigating Aging with Care and Confidence
- ALL AGES
Get ready to tackle the challenges of aging head-on with expert advice and a supportive community to guide you every step of the way.
By Verant Wealth
Date and time
Tuesday, September 23 · 6 - 8pm EDT
Location
Mohawk Golf Club
1849 Union Street Schenectady, NY 12309Lineup
Agenda
6:00 AM - 6:45 PM
Social Hour & Check In
Verant Wealth's Team
Enjoy a cocktail, light appetizers, and refreshments during this time.
6:45 PM - 7:00 PM
Introductions
Adam Knaust
Adam, serving as MC, will introduce the Verant team and Lou Pierro.
7:00 PM - 7:45 PM
Planning with Purpose: Navigating Aging with Care and Confidence
Lou Pierro, Esq.
Create an air-tight estate plan – have the right legal documents for every situation
Protect Your Assets – Ensure your savings and home are safeguarded for you and your beneficiaries
Qualify for Medi...
7:45 PM - 8:00 PM
Q&A
For your convenience, Lou will host a Q&A session. Members of the Verant team will also be available to provide personalized assistance for those interested
About this event
- Event lasts 2 hours
- ALL AGES
- Free venue parking