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Financial Fitness Breakfast

St. Joseph’s Health Foundation hosted the first of an on-going series - Financial Fitness Breakfast - on October 9, 2014. John Marshall, CPA, partner at Testone, Marshall & Dicenza, LLD, Sharon McAuliffe, Esq., at Bousquet Holstein PLLC, Timothy Tindall, principal at Alesco Advisors LLC and Terrence Tormey, president of Integris Financial Network, LLC – expert panelists in Financial Planning, Law and Accounting – presented and answered audience questions about getting your finances in order, preparing important legal documents, planning for retirement and leaving a legacy for your family.

For more information on upcoming Financial Planning events contact the Foundation at or call 315-703-2137.