“Meet the Walters: A Case Study With a Twist" - monthly luncheon meeting
Date: Friday, March 22, 2019
Time: 11:45am - 1:00pm
Location: Crowne Plaza Hotel, 701 E. Genesee St., Syracuse, NY
Speaker: Moderators - Ami Setright Longstreet, Esq. & Paul F. Torrisi, Jr., CFP
YOU ARE CORDIALLY INVITED TO A CASE STUDY WITH A TWIST! MEET THE WALTERS FAMILY...
Presenting Ami Longstreet Esq., Moderator and Paul Torrisi, CFP Co-Moderators (bio's attached).
The Walters are preparing to meet with an estate planning attorney for a new estate plan. What would your table recommend? Each table will represent one character in the case and each table will have all disciples represented.
Everyone must RSVP in advance, no later than noon on Monday March 18th.
You can respond here, or Mail, Fax (315-474-6775) or E-Mail (cgcrandall@peoplepc.com). Guest reservations must be mailed with check.
See the attached flyer for complete details!
