When

Wednesday, February 14, 2024 from 11:30 AM to 1:00 PM EST
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Where

Reikart Ballroom at Jazzboline 
5000 Main Street
Williamsville, NY 14226
 

 
Driving Directions 

Contact

Victoria Dynarski 
Financial Planning Association of Western New York 
716-597-3905 
fpawnymembers@gmail.com 

 

 WELCOME FPA WNY MEMBERS & GUESTS!

Program NameMarriage & Money: Financial Considerations for Spouses ”   

Married couples account for a large percentage of investors who receive financial guidance from a financial professional, which is why understanding the rules and strategies specific to married clients is essential.

From Social Security and Medicare, to divorce, dementia, and death, this presentation provides strategies for serving and retaining your most-valued asset: married couples and their families.

Presented by: Mike Sosnowski, CFP, ChFC, CLU, RICP, CFS| Director, Advanced Markets

Doors open at 11:30 AM | Lunch will be served at 11:40 AM

Program Starts at NOON!

This program has been submitted for 1 CFP CE Credit

We look forward to seeing you!