Savvy Senior Panel
Join us for a Savvy Senior Panel
A discussion packed with all the latest financial, elder law, and lifestyle solutions for those over 60.
Hosted by: Joseph S. De Sena, CFP ® , MBA Private Wealth Advisor, President Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
With a discussion on Retirement Income: The Transition into Retirement
Q&A following the discussion with:
Wendy Happney, PA, Broker Associate, Caruso Team. Sotheby’s International Realty
Ron Lazarto, CPRIA Client Advisor, Partner, Private Risk Services. Gulfshore Insurance
Fred Kramer Attorney Kramer Huy P.A.