|September 28, 2021||
STUDY GROUP- Webinar: "Planning for Business Owners and Trusts in Light of Changing Income Tax Rates"
Steve Gorin JD, CPA, CGMA®, AEP® (Distinguished).
|October 13, 2021||
NATIONAL EVENT:NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
|October 19, 2021||
STUDY GROUP Webinar: "The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective"
Natalia C. Wilson, JD
|October 21, 2021||
October Breakfast Meeting- "The Secure Act"
Neil D Katz, Esq.- Katz Chwat, P.C.
|November 2, 2021||
NATIONAL EVENT:58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
|November 16, 2021||
STUDY GROUP- Webinar: "Social Security Considerations in Estate Planning"
: Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
|November 18, 2021||
November Dinner Meeting- Topic TBA
Martin M. Shenkman, CPA
|December 8, 2021||
NATIONAL EVENT:NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
|December 14, 2021||
STUDY GROUP Webinar: "Estate Planning for Modern Families- Planning for Diversity and Flexibility"
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®.
|December 16, 2021||
December Breakfast Meeting- "Medicaid Planning"
Jaime Lewis, Esq.- Hollis Laidlaw & Simon, PC
|January 20, 2022||
Dinner Meeting- "Tax Update"
Sanford J. Schlesinger Esq.- Partner- Schlesinger Lazetera & Auchincloss LLP
|February 17, 2022||
Breakfast Meeting- Topic TBA
|March 17, 2022||
Dinner Meeting- "Fiduciary Accountings"
Richard G. Chalifoux, J.D., AEP®, Joseph T. La Ferlita, Esq. and Lisa Rispoli, CPA, AEP
|April 21, 2022||
Breakfast Meeting- "Surrogate's Update"
Hon. Margaret C. Reilly
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