Retire Wise

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.