See Upcoming Event Calendar
March 19, 2020
Dinner Meeting- “Judicial Accountings/Protection of Fiduciary
Panel Presentation: Joseph T. La Ferlita, Esq.-Lisa Rispoli, CPA- Rick G. Chalifoux, AEP ®
See Event Details
March 26, 2020
STUDY GROUP- Webinar: "Charitable Giving and Tax Planning Strategies in the TCJA Era"
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
April 23, 2020
Breakfast Meeting- “Surrogate’s Update”-
April 28, 2020
STUDY GROUP- "Webinar: The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process"
Steven S. Zeiger, CEBS, TEP
May 19, 2020
"70 for 70 Campaign"- Wine & Cheese Tasting
May 21, 2020
STUDY GROUP- TBA
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
June 23, 2020
STUDY GROUP- Webinar: "Planning Team Revenue Opportunities Generated by New Tax Law"
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
Join our Mailing List!