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September 6, 2018
STUDY GROUP-Webinar- "What the Estate Planner Needs to Know about Roth Retirement" Plans"
Natalie B. Choate, Esq., AEP® (Distinguished)
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October 11, 2018
STUDY GROUP- Webinar- "Philanthropic Times, They are a Changing'
Jaspan Schlesinger LLP-300 Garden City Plaza, Garden City, NY 11530
November 8, 2018
STUDY GROUP- "TBD"
December 6, 2018
STUDY GROUP- Webinar- "Blended Gifts for Boomers"
A. Charles Schultz, JD
January 10, 2019
STUDY GROUP- Webinar- "Recent Developments in Tax Legislation"
February 13, 2019
STUDY GROUP- Webinar- "New Developments in Charitable Giving"
Lawrence P. Katzenstein, Atty., AEP® (Distinguished)
March 28, 2019
STUDY GROUP- Webinar- "Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change"