ESTATE PLANNING COUNCIL OF NASSAU COUNTY

April 23, 2020

Breakfast Meeting- “Surrogate’s Update”

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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

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May 18, 2020

Dinner Meeting- “Judicial Accountings/Protection of Fiduciary

Panel Presentation: Joseph T. La Ferlita, Esq.-Lisa Rispoli, CPA- Rick G. Chalifoux, AEP ®

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May 19, 2020

"70 for 70 Campaign"- Wine & Cheese Tasting

Networking Event

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May 21, 2020

STUDY GROUP- TBA

Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)

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June 23, 2020

STUDY GROUP- Webinar: "Planning Team Revenue Opportunities Generated by New Tax Law"

Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)

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