CAS New York: Financial Fair – Client Education Event
A spectacular turnout of clients and guests convened recently for this festive and educational event held on Saturday, October 17th. Invited speakers engaged their audiences on estate planning topics including the Responsibilities of a Power of Attorney, Executor and Trustee, as well as Eldercare Planning. Another session that focused on mitigating Identify Theft was offered twice to suit the demand. Over 200 were in attendance at this event which was held at the Burgundy Basin Inn in Bushnell’s Basin.
A fair-themed lunch was enjoyed by all while Ray Ciccarelli delivered his always popular Annual Market Wrap.
At the conclusion of the program, those in attendance were still greatly interested in obtaining more information on these and other topics. Given the interest for additional information relevant to one’s overall financial well-being, additional programs are already in the works for 2016.
