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.

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Meyer and Associates, Counselors at Law, PLLC
1200 Veteran's Highway, Suite 350, Hauppauge, NY 11788
info@meyeresq.com