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As the year comes to a close, it is important to make sure that your financial and estate planning goals are in line with what you've accomplished. Topics to discuss will include:
End of year retirement fund contributions
Reviewing estate planning documents and accounts
Looking at goals for the new year
The session will end with a Q&A.
Attorney Advertising Meyer and Associates, Counselors at Law, PLLC 1200 Veteran's Highway, Suite 350, Hauppauge, NY 11788 info@meyeresq.com
For more than 30 years, Meyer and Associates has focused on the needs of individuals, small businesses and their owners. The firm works with trusted professionals in the accounting and insurance fields to provide holistic services and ensure that each client’s individual needs are met. The firm focuses on estate planning and full-service corporate law, including formations, contracts, shareholder agreements and governing documents.
Meyer and Associates has attorneys licensed in New York, New Jersey and Florida.
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