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Personal Financial Planning – Present Day Strategies

  • 30 Apr 2019
  • 5:30 PM
  • Eagle House Restaurant, 5578 Main St., Williamsville


Registration is closed

Join us for a discussion on current trends in wealth management, financial risk tolerance, vehicles for education and retirement planning, and essential legal documents to manage life events and estate planning.  Our presenters for this program are: 


Joseph Milks, J.D. - Wealth Fiduciary Advisor

Meghan Palumbo – Senior Financial Advisor

M&T Bank/Wilmington Trust

A cocktail hour with Complimentary Appetizers and a cash bar will begin at 5:30 PM.  The presentation and Questions & Answers session will take place at  6:15 PM – 7:15 PM.    

Reservations are required - please r.s.v.p. by April 25, 2019 - register on our website or call Doug Smith at 716-868-0053.  Guests are welcome! 

click here to visit The Eagle House website

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