IBM Retiree Club Seminar Series
Planning for the Changing Economy
Thursday, October 16th
IBM Harbor View/Rocky Point Facility
It seems like our life is in turmoil today and it is hard to understand what it can mean to our plans for the future. There is change in the economy, politics with the election of a new president and the “normal” change in tax and estate planning issues.
Join us for a unique opportunity to hear and question a panel of knowledgeable experts in financial planning, taxes and estate law. Each expert will begin with a brief summation of the present issues we should be aware of and then there will be time for questions and panel discussion. The speakers will be: Michael Penny, Financial Advisor, Stephen Miller, CPA; Joshua Keleske, Estate Planning Attorney.
Consistent with all our seminar topics, our focus will be on education and awareness for our Retiree Club attendees.
The seminar will be held at the IBM Facility at Rocky Point, 3031 N Rocky Point Dr W, Tampa. The seminar will begin at 12:00 PM and will complete by 1:30 PM. Please signup clicking here to link to the registration form or call Harry Schaffhauser at 813 265-3846. There is no charge for the seminar but space is limited and we need to arrange with IBM the number of attendees ahead of time.
We anticipate that this will be one in an ongoing series of seminars on various topics of interest to the retiree community. Please check the club website often in the future to get information about additional upcoming seminars. In addition, directions to the IBM Facility are available on the club website.
We look forward to seeing you
at the seminar.
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