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November 16, 2021
STUDY GROUP- Webinar: "Social Security Considerations in Estate Planning"
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
See Event Details
November 18, 2021
November Dinner Meeting- “Estate Planning in the Current Environment”
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
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.- Schlesinger Lazetera & Auchincloss LLP
February 17, 2022
March 17, 2022
Dinner Meeting- "Fiduciary Accountings"
Richard G. Chalifoux, J.D., AEP®, Joseph T. La Ferlita, Esq. and Lisa Rispoli, CPA, AEP
April 28, 2022
Breakfast Meeting- :"Surrogate's Update"
Hon. Margaret C. Reilly-Nassau County Surrogate
May 24, 2022
Annual Dinner- Officer's Conferment
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