Member Directory

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FEATURED EVENTS

November 21, 2019

Dinner Meeting- Top Tax & Estate Planning Techniques after "Tax Reform" (Sorting Through the COVFEFE)

Paul S. Lee - Global Fiduciary Strategist- Northern Trust

December 12, 2019

STUDY GROUP- Longevity

Cynthia L. Hutchins, CRPC, CIMA

December 19, 2019

Breakfast Meeting- TBA

Michael P. Ryan, Esq.

January 16, 2020

Dinner Meeting- "Creative Charitable Planning"

Sanford J. Schlesinger, Esq.

January 22, 2020

STUDY GROUP- Webinar: Life Settlement Case Studies and How to Protect Client Best Interests

Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV

February 20, 2020

Breakfast Meeting- TBA

February 25, 2020

STUDY GROUP- TBA

March 19, 2020

Dinner Meeting- TBA

March 26, 2020

STUDY GROUP- TBA

April 23, 2020

Breakfast Meeting- “Surrogate’s Update”-

April 28, 2020

STUDY GROUP- TBA

May 21, 2020

STUDY GROUP- TBA