ESTATE PLANNING COUNCIL OF NASSAU COUNTY

March 16, 2021

STUDY GROUP- Webinar: "Growing Your Business and Network in a Virtual World: A Multidisciplinary Panel Discussion"

Speakers: Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) Panelists - Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA

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March 18, 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®

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April 20, 2021

STUDY GROUP- Webinar: "Diversity, Equity and Inclusion"

TBA

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April 22, 2021

TBA

TBA

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May 18, 2021

STUDY GROUP- "Webinar: 529 Planning"

Speaker: Susan T. Bart, JD

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June 16, 2021

Annual Officers' Conferment Dinner

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June 22, 2021

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

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

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