Is your financial house in order?
Having the right documents in place can make all the difference. We’ll show you the best ways to be prepared.
Our April 10th session will feature a panel of experts to enlighten and empower you:
- Judith D. Grimaldi*, Esq., Partner, Grimaldi & Yeung
- Nicole Francis, CFP, CRPS, Manager, Hudson Advisory Group
- Gail Cohen, Esq., Chair & General Trust Counsel, Fiduciary Trust International (moderator)
WHEN: Tuesday, April 10th, 5:30 pm – 7:00 pm
WHERE: New York Community Trust, 909 Third Avenue (between 54th & 55th Streets), 22nd Floor
Join us for an evening of information, conversation and cocktails with other “fearless girls” as we discuss and plan our financial futures, in a confidential and safe environment. For almost a century, The Trust has been helping individuals make smart, well-managed, and strategic decisions about their philanthropy. Join us Tuesday, April 10th as our panelists present concrete and actionable steps that will help you the very next day.
*Author of 5@55. Every participant will receive this book, compliments of Judith D. Grimaldi, Esq. and The Trust.
Fearless Girl Statue by Kristen Visbal New York City Wall Street
Photo by Anthony Quintano
Full photo: https://www.flickr.com/photos/quintanomedia/33736548216
Please visit our website for information on Elder Law and Estate Planning: www.gylawny.com.
GRIMALDI & YEUNG LLP
Brooklyn and Manhattan Offices:
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