Please join us for a special women's networking eventBuilding Your Financial “A” TeamHow to Choose a Trusted Advisor and Plan for a Secure FutureLisa Stone, Financial Advisor and Principal—Be...
Wed, Mar 4, 2015 6:30 PM - 8:30 PM ESTLusardi’s
1885 Palmer Avenue
Larchmont, NY 10538
Please join us for a special women's networking event
Building Your Financial “A” Team
How to Choose a Trusted Advisor and Plan for a Secure Future
Lisa Stone, Financial Advisor and Principal—Bernstein
Michele Lazzara, CPA and Partner—Marks Paneth LLP
Amy Holzman, Esq., Attorney—Law Offices of Amy Holzman PLLC
In these challenging and often complex times we need professional advice—now more than ever. But who can you trust? How do you find an advisor that is professionally qualified, will always act in your best interest, AND works as part of your team? Please join us as we share multiple perspectives on how to choose a trusted advisor and shed some light on issues top of mind to women including: investing and retirement,
tax and estate planning, children's education and philanthropy
Please respond to Jennifer Piña
at 212.756.5853 or
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