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December 6, 2018
STUDY GROUP- Webinar- "Blended Gifts for Boomers"
A. Charles Schultz, JD
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December 20, 2018
January 10, 2019
STUDY GROUP- Webinar- "Recent Developments in Tax Legislation"
Jaspan Schlesinger LLP-300 Garden City Plaza, Garden City, NY 11530
January 17, 2019
Dinner Meeting- "Trying to Live with and Cope with and Plan with Tax Legislation”
Sandy Schlesinger, Esq.
February 13, 2019
STUDY GROUP- Webinar- "New Developments in Charitable Giving"
Lawrence P. Katzenstein, Atty., AEP® (Distinguished)
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
March 21, 2019
Dinner Meeting- “Claims Against Professionals in Estate Planning Matters”-
Anthony P. Colavita, Esq.
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"
April 18, 2019
Breakfast Meeting- "Surrogate's Update"
Hon. Margaret C. Reilly- Nassau County Surrogate