Next Meeting:
Site Links:
January 30, 2020
STUDY GROUP- Webinar: Life Settlement Case Studies and How to Protect Client Best Interests
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
See Event Details
February 3, 2020
"70 for 70 Campaign"- Wine & Cheese Tasting
Networking Event
February 20, 2020
Breakfast Meeting- “Practical Estate and Trust Planning with IRA and Qualified Plan Assets after the passage of the SECURE Act”
Victor M. Finmann, Esq.- Jaspan Schlesinger, LLP.
February 25, 2020
STUDY GROUP- TBA
March 19, 2020
Dinner Meeting- “Judicial Accountings/Protection of Fiduciary
Panel Presentation: Joseph T. La Ferlita, Esq.-Lisa Rispoli, CPA
March 26, 2020
April 23, 2020
Breakfast Meeting- “Surrogate’s Update”-
April 28, 2020
May 21, 2020
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