Contact Us

Contact Us

Snowbird Flight Plan: Navigating Retirement Risks Between New York & Florida

 Melissa Talarico, CRPC®, Financial Advisor

Join our seminar, "Snowbirds' Financial Flight Plan: Navigating Retirement Risks Between New York and Florida," tailored for retirees dividing time between these dynamic states. Led by Melissa Talarico, CRPC ®, Financial Advisor,  she will delve into crucial considerations needed for navigating multi-state retirement like tax implications, healthcare coverage, and estate planning unique to each locale. Uncover practical tips for managing dual residences and leveraging state-specific benefits for a seamless retirement lifestyle. Through interactive discussions and case studies, craft a comprehensive financial strategy aligned with your split residency needs. Whether an experienced snowbird or considering this lifestyle change, ensure a smooth transition into retirement with our expert guidance. Don't miss this opportunity to optimize your retirement plans between New York and Florida.


June 20, 2024 10:00 AM - 11:00 AM


Learn How We’ll Be There for You.
Schedule Time to Meet with Us Today.

Contact Us