Breakfast Meeting- “Shaking Up The Financial Industry- A Primer on Bitcoin & Other Cryptocurrencies”

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FEATURED EVENTS

February 21, 2019

Breakfast Meeting- “The Life Insurance Policy Crisis: The Advisors’ and Trustees’ Guide to Managing Risks and Avoiding a Client Crisis”

Henry Montag, CFP®, CLTC The TOLI Center East

March 14, 2019

STUDY GROUP- Webinar- "Succession Planning may not take a tough SOB (Specialist on Board), but are you up to it?"

Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM

March 21, 2019

Dinner Meeting- “Claims Against Professionals in Estate Planning Matters”-

Anthony P. Colavita, Esq.

April 18, 2019

Breakfast Meeting- "Surrogate's Update"

Hon. Margaret C. Reilly- Nassau County Surrogate

May 23, 2019

STUDY GROUP- Webinar "The Generational Solution, Creating Generational Wealth"

Leonard Renier- Founder of the Wealth & Wisdom Institute

June 20, 2019

STUDY GROUP- Webinar- "Ethical Wills "

Dr. Eric L. Weiner, MSW

July 18, 2019

STUDY GROUP- Webinar- "Panel Discussion: Threats to Attorney - Client Privilege in a Team Environment"

Kim Kamin Chief Wealth Strategist and Advisor, Gresham Sustainable Wealth Management, and other panelists

August 15, 2019

STUDY GROUP- Webinar- "Technology in Your Practice"

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)

April 25, 2019

STUDY GROUP- "Qualified Opportunity Zones"

Marc L. Schultz, Esq