Marathon Advisors

Brown Bag Luncheon Session: "What the Estate Planner Needs to Know about Roth Retirement Plans"

Date: Friday, August 24, 2018
Time: 11:45am - 1:00pm
Location: Mackenzie Hughes Law Offices, 440 S. Warren St., Ste. 400, Syracuse, NY 13202
Speaker: Natalie B. Choate, Esq., AEP (Distinguished)

This Brown Bag Luncheon Session is a part of the NAEPC Complimentary Robert G. Alexander Webinar series.

Please plan to bring your lunch.  Coffee, tea, and water will be provided.  Parking is available at the Harrison Garage or on the street. This is a members only event.  Seating is limited to 30 participants.

 

RSVP by August 23st to Mary Anne Cody at mcody@mackenziehughes.com

See the attached flyer for complete topic details!

See Upcoming Event Calendar