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May 7, 2018
STUDY GROUP- "How the 2017 Tax Act Affects Post-Mortem Planning – Knight Revisited"
Marc Bekerman, JD, LLM
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June 4, 2018
Annual Officers' Conferment Dinner
June 21, 2018
STUDY GROUP- "Qualified Disability Trusts Can Reduce Income Tax Liability By Up To 90% under The Tax Cut and Jobs Act"
Stephen Silverberg, Esq.
July 19, 2018
STUDY GROUP-WEBINAR-"The Top 20 Insurance Planning Mistakes- How to Avoid or at Least Fix Them"
Lawrence Brody, JD, LL.M., AEP (distinguished)
August 23, 2018
STUDY GROUP- "What the Estate Planner Needs to Know about Roth Retirement"
Natalie B. Choate, Esq., AEP, (Distinguished)