Navigating Retirement, Downsizing, and Financial Planning in Real Estate Event
Learn how to smoothly transition into retirement, downsize your home, and effectively plan your finances at our upcoming event.
When:
Tuesday, June 25, 2024, 6:00pm - 7:30pm
Where:
Arno Ristorante
141 W 38th St
New York, NY 10018
Join us for drinks and hors d'oeuvres at our upcoming event where we will discuss all things retirement, downsizing, and financial planning. Whether you’re close to retirement or just starting to think about it, this event is for you. Our expert speakers, Paulo Aguilar, Louis Tucci, Heather Cooper and Joey Antar, will cover topics like managing your finances, downsizing tips, and navigating the retirement process. Don’t miss out on this valuable opportunity to learn and ask questions.
Presenters:
![Paulo-Headshot](https://info.wealthstonegroup.com/hs-fs/hubfs/Paulo-Headshot.jpg?width=1042&height=1042&name=Paulo-Headshot.jpg)
Paulo Aguilar, CAIA
Partner | Senior Investment Advisor
![Gold-Logo-1](https://info.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png)
![Lou-Headshot](https://info.wealthstonegroup.com/hs-fs/hubfs/Lou-Headshot.jpg?width=1042&height=1042&name=Lou-Headshot.jpg)
Louis Tucci
Partner | Senior Investment Advisor
![Gold-Logo-1](https://info.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png)
![Heather M Cooper](https://info.wealthstonegroup.com/hs-fs/hubfs/Heather%20M%20Cooper.jpeg?width=4000&height=4000&name=Heather%20M%20Cooper.jpeg)
Heather M. Cooper
Licensed Associate Broker
![Compass_Logo_H_B](https://info.wealthstonegroup.com/hs-fs/hubfs/Compass_Logo_H_B.png?width=1728&height=233&name=Compass_Logo_H_B.png)
![Joey Antar2](https://info.wealthstonegroup.com/hs-fs/hubfs/Joey%20Antar2.jpg?width=1188&height=1223&name=Joey%20Antar2.jpg)
Joey Antar
![Citizens_TM_Horz_CMYK](https://info.wealthstonegroup.com/hs-fs/hubfs/Citizens_TM_Horz_CMYK.jpg?width=880&height=143&name=Citizens_TM_Horz_CMYK.jpg)
Accredited Investors: Either alone or with a spouse, has a net worth exceeding $1,000,000; or an individual whose net income before taxes exceeds $200,000, or $300,000 when combined with that of a spouse.