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Retire Wise
October 4, 2018 @ 5:00 pm - 8:00 pm
Attendees will hear from financial and legal professionals as well as real estate experts from some of the top retirement and investment destinations in the United States. Robert B. Moy, a partner at Forchelli Deegan Terrana LLP, will be speaking on estate tax considerations.
Other presenters include:
Bryan Rosen, CASL, Financial Planner
Mayi de la Vega, Owner/Broker, ONE SIR (Florida)
Kelli Weis, Director of Sales & Marketing, Celia Dunn SIR (South Carolina)
Judy Collins, Sales Associate, Celia Dunn SIR (Georgia)
Christine Petersen, General Manager Global Relocation and Referrals, Daniel Gale SIR (Long Island)
Agenda
5:00 p.m. cocktails & hors d’oeuvres
6:00 p.m. – 8:00 p.m. presentation
This program is co-presented by Daniel Gale Sotheby’s International Realty and Forchelli Deegan Terrana LLP.