Thank you to our past sponsors

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See our Sponsorship Opportunities- 2020/2021 page for complete information about how to list your company on this page.

FEATURED EVENTS

April 22, 2021

“The New Powers of Attorney Statute"

Ellen G. Makofsky, Esq., CELA*

April 27, 2021

STUDY GROUP- Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose

Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP®

May 18, 2021

STUDY GROUP- "Webinar: 529 Planning"

Speaker: Susan T. Bart, JD

May 20, 2021

Panel Discussion: “Fiduciary Accountings and Protection of the Fiduciary – Who, What, Where, When, Why?”

Richard G. Chalifoux, J.D., AEP®, Joseph T. La Ferlita, Esq. and Lisa Rispoli, CPA, AEP®

June 16, 2021

TBA

June 22, 2021

STUDY GROUP- "Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets"

Speaker: Christopher R. Hoyt, JD, AEP® (Distinguished)

July 20, 2021

STUDY GROUP- Webinar: "2021 Income Tax Planning Strategies including IRA Strategies"

Speaker: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA

August 24, 2021

STUDY GROUP- Webinar: "Income Tax Planning for Real Estate Using Estate Planning Techniques"

Jerome M. Hesch, MBA, JD, AEP® (Distinguished).

September 21, 2021

September "Kick-Off" Meeting

September 28, 2021

STUDY GROUP- Webinar: "Planning for Business Owners and Trusts in Light of Changing Income Tax Rates"

TBA

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