Private Wealth & Capital Strategy Roundtable
Schedule
Thu May 28 2026 at 05:30 pm to 06:30 pm
UTC-04:00Location
879 NY-376 | Wappingers Falls, NY
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An exclusive discussion on building, growing, and protecting wealth with expert insights from Calderon Fortney FinancialAbout this Event
Join us for a focused discussion on building, growing, and protecting your wealth, led by experienced advisors from Calderon Fortney Financial in partnership with the Center for Disabilities Innovations (CDI).
This session is designed to provide practical, real-world strategies across financial planning, investment growth, and long-term protection. Attendees will have the opportunity to engage directly with advisors in a structured, discussion-based setting.
Agenda
🕑: 06:00 PM
Welcome & Introductions
Untitled agenda
🕑: 06:00 PM - 06:30 PM
Welcome & Opening Remarks
Info: Hosted by Center for Disabilities Innovations (CDI) & Calderon Financial
Overview of the discussion and key themes
🕑: 06:30 PM - 07:00 PM
Wealth Strategy Discussion & Q&A/ Event Concludes
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Where is it happening?
879 NY-376, 879 New York 376, Wappingers Falls, United StatesEvent Location & Nearby Stays:
Tickets
USD 0.00
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