An event every week that begins at 3:00 pm on Thursday, repeating until April 25, 2019
We invite you to sit down for a free consultation with Joe Lloyd, Cona Elder Law’s Preferred Provider and Investment Executive with National Asset Management, to learn about strategies to help you achieve your financial goals.
Joe Lloyd can help you execute a sound financial program and offers assistance with:
Once your goals have been established, Joe will customize appropriate strategies to suit your vision and objectives.
Joe Lloyd will be available each Thursday in April (4th, 11th, 18th, 25th) from 3:00 – 5:00PM to meet with you.
Appointments for free consultations must be made in advance. To RSVP please call Janet Russell at 631.390.5000 or email Janet@conalaw.com.
This will close in 0 seconds