JOIN OUR DINNER SEMINAR

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Smart Strategies for a More Secure Retirement

Join us for dinner to explore Social Security timing, Roth conversions, and tax-efficient retirement planning.

You are signing up for
Tuesday, December 1, 2026 at 6:30 PM!

We will contact you to verify the RSVP is in good order.

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If you have not received a confirmation email, call our office at 518.499.4565, as an error may have occurred in your reservation.

SARATOGA SPRINGS, NY | ST AUGUSTINE, FL | SPRING GREEN, WI
518-499-4565 | 866-998-7331