Thursday, April 25, 2019
STUDY GROUP- "Qualified Opportunity Zones"
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February 5, 2019
70 for 70 - Social Event
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February 14, 2019
STUDY GROUP- Webinar- "Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan"
Jamie P. Hopkins, JD, MBA, LLM, CFP®
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 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
Marc L. Schultz, Esq
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