Who We Are

The Orion Resource Group is the leading business network of trusted professionals and providers in the aging industry.

We'd Love to Meet You!

The Orion Resource Group is the "who's who" network of aging industry professionals and service providers you'll immediately get to know, like and trust.

Build your community.

Orion offers an exciting lineup of meetings and events for members and guests throughout the year.

Orion IN-PERSON Westchester Chapter Meeting

FINANCIAL PLANNING FOR SENIORS

  • INCOME NEEDS FOR SENIORS/CAPITAL PRESERVATION/TAX PLANNING
  • ESTATE PLANNING & LEGACY PLANNING
  • LTC / NEEDS PLANNING
  • ASSET CONSOLIDATION

SPEAKERS: Ronald Rienas and Joshua Brown, Managing Partners at  Rienas & Brown Wealth Management
Ronald Rienas & Joshua Brown have experience in a variety of areas and offer personal solutions that include estate planning strategies, retirement planning strategies and distribution assessment, insurance, tax planning strategies, intergenerational planning strategies, and financial planning.

Financial planning for seniors is essential for a life free from financial problems for the elderly in retirement. One of the most common concerns for seniors is running out of money in retirement or outliving the life of investments. Ron and Josh will speak to plans to implement so seniors don't outlive their money.

Hosted by:
The Bristal at Armonk
90 Business Park Drive
Armonk, NY 10504

MEMBERS, please follow up with your invited guests to ensure they successfully log in and register for this event.

 

Meeting Details

Date:
Time: to
Location: The Bristal at Armonk - 90 Business Park Drive, Armonk, NY 10504
Please log in to register for this event.
Log in