Workshop 1
(continued)
LIBRARY ROOM:
Smart Seniors/Smart Investors: Don’t get scammed
Learn how to avoid becoming a victi
m of investment and financial fraud:
the warning signs, how to identify common scams and frauds that target
older adults, how to protect yourself and your family, and getting help if
you’ve been victi
mized.
Gary Brown,
ESQ
.
Office of New York State Attorney General
Assistant Attorney General in Charge of the Westchester Regional
Office
Irma Nimetz,
ESQ
.
Office of New York State Attorney General
Assistant Attorney General the Westchester Regional
Office
ANNEX:
(by appointment)
Free 15-minute consultations with geriatric care managers
Free 15-minute consultations with attorneys
Workshop 2
(pick one)
11:00 – 11:45 A.M.
THEATER:
Nuts and Bolts of Financial Planning: Planning to make your
assets last through retirement
It can be quite challenging to manage your life savings after retirement.
However,
with advanced planning, you can develop a strategy to help your
hard-earned dollars last a lifeti
me.
Adam Rude,
CFP
®
Principal, Lob Planning Group
