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Make Your Lifetime of Hard Work Count!


The NY Tri-State DEMA Chapter invites all fellow Private Service Professionals, Vendors and Agencies for an evening of networking and information.

Whether your retirement is years away or looming on the horizon, now is the time to start establishing a reliable source of retirement income. On May 02, 2016 certain Social Security distribution strategies will be eliminated due to the passing of the Bipartisan Budget Act of 2015. 

The Murphy Wealth Consulting team encourages you to attend this event for an informative session on how to build you a sound retirement income plan.

Hors d’oeuvres will be served hosted by The Murphy Wealth Consulting Group

 

About our Speakers:

 

Patricia E.Murphy – SeniorV.P. Wealth Management Wealth Advisor

Patricia draws from her decades of experience to deliver relevant, timely information and advice to her clients. Patricia uses a comprehensive approach to wealth management that is designed to address the complexities of her clients’ circumstances.


Emily Lau, CFP®, ChFC® – 
Senior Wealth Strategy Associate

Emily strives to show clients that they can have control of their family’s financial future despite the perceived uncertainty of today’s financial markets. Emily’s objective is to remove clients’ anxiety and bring peace of mind so that they can focus on what’s important in their lives. She does this by providing each client with a personalized financial plan and an executable, clear course of action. 

Paulette Walz, BlackRock – Retirement Specialist/Social Security Consultant 

Paulette is an independent contractor, providing educational seminars about Social Security benefits and Medicare to Financial Advisors and their clients. 


Sean Jackett, Transamerica 
Capital – Regional V.P.

Mr. Jackett has worked in the financial industry for the past 13 years in both Philadelphia and New York. He specializes in providing customized income strategies through a solutions-based approach that considers an individuals risk tolerance, time horizon and liquidity needs.

 

When Where Ribbon

Tuesday, March 15, 2016
 6:30 – 8:30 PM (EST)
*please note start time

  


Ubs Financial Services

200 Park Avenue 

18th Floor

New York, NY 10019
(Metlife Building on top of Grand Central Station)

< Directions


  

Parking: Parking Garage & Mass Transit

 

Dress Code: Business Casual – DEMA Members are required to wear their name badges at all DEMA events.


Kindly RSVP by
Friday, March 11th 

 


  

Organizer ribbon

Beth Siegmann
events@domesticmanagers.com

(407) 930-8971

 

 

 


  

The Domestic Estate Management Association provides an educational platform for Private Service Professionals nterested in creating a better career.  


Our membership consists of:

Butler, Caretaker, Domestic Couple, Elder Caregiver, Enlisted Aide, Estate Manager, Executive Personal Assistant, Family Office Employee, Household Manager, Houseman, Housekeeper, Major Domo, Nanny, Personal Assistant, Private/Personal Chef, Private Jet Staff, Property Manager and Yacht Crew.