Michael Passante, director of Financial Planning at Focused Wealth Management, and Elizabeth Stradar, a partner with the law firm of Northrop & Stradar, P.C., hosted a complementary session on estate planning at Mount Saint Mary College on Thursday, March 30.
Passante and Stradar also gave the presentation on Tuesday, March 28 at the former Johnes Holden Home in Newburgh.
Both sessions proved helpful to those just starting the estate planning process, as well as others who were looking for tips to refine their existing plans.
The pair was introduced by Nikki Khurana-Baugh, vice president for Advancement at the Mount.
The events were spearheaded by the college’s Advancement Office.