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CAS New York: Financial Fair

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Save the Date October 2015

 

Please join us “Under the Big Top” for Ciccarelli Advisory Services’ “Financial Fair” on Saturday, October 17th, at the Burgundy Basin Inn in Pittsford, New York!

We have planned a fun and informative day for you!  This day will include a number of sessions for you to attend, hosted by guest speakers from our area.  Topics include Tips and Strategies to Help Thwart Identity Thieves; Long Term Care Premium Increases and Your Options; Turning 65?: A Look at the Medicare System; Responsibilities of a POA, Executor, and Trustee, and more!   Our traditional October Market Wrap session will be offered during lunch.

We welcome you and a guest!  Seating is limited so please call our New York office soon at 585.383.0180 to register for the event.  If you are bringing a guest please provide their name, address, and phone number when you call to register so that we may send them detailed information.

We look forward to seeing you on the 17th!

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