Here at Questmont we offer more than just a yearly review of your portfolio.
We like to keep our clients in the know, educated about the factors that could effect them. This years’ Spring Educational Summit was all about The New RetireMENTALITY and what you need to keep in mind when you bow out of the work force.
On two beautiful nights this Spring, our clients gathered at The Hotel Hershey and Vissagio’s Ristorante for dinner and an evening of enlightening topics. Gary Baker, of GBJR Group, Inc., began the evening with a discussion about managing your healthcare costs. Robert Freedenberg and Elizabeth Place, of Skarlatos Zonarich LLC, spoke on the new tax impacts in 2016 and Caring for your aging loved ones. Taylor Ranker ended the evening discussing 2016… Because investing should be hard but with the right help you won’t have to stress about your retirement.