Education Lunch Meeting
“Estate Planning for Alternative Family Types”

Date: Wednesday, February 7, 2018
Time: 12:30pm - 2:00pm
Location: Crowne Plaza, White Plains
Speaker: Panel Discussion

REGISTRATON NOW OPEN:
​RSVP on-line by Friday February 2, 2018
 

·        TO AVOID AUTOMATIC REMINDER EMAILS:
Members must  Log-In using your UserName & Password.
-  Members unable to attend
must select the reservation option “Unable to attend”

·         MEMBERS SHOULD REGISTER ALL GUESTS


This Lunch Meeting will be our second education seminar of the 2017-2018 council year.  Reservations are limited to Estate Planning Council members only, on a first come, first served basis.  In addition, guest reservations may be accepted if space is available.

Seating is limited. Please submit your reservation as soon as possible so we can make arrangements for food service. Due to our commitment to the Crowne Plaza, we will be unable to make a refund after a reservation has been accepted.

NO RESERVATIONS WILL BE ACCEPTED AT THE DOOR.
Please join us for lunch on February 7th. 
Lauren J. McCallion, ESQ
Chair, Education Committee


TOPIC:

“Estate Planning for Alternative Family Types”

 

The panel will be discussing common pitfalls, raising awareness, and pointing out the questions you need to be asking when you are planning for same sex couples, single individuals, couples in a second marriage, and individuals with special needs children. 

Moderator: Lauren J. McCallion, Esq
​Law Offices of Susan Taxin Baer

 

​SPEAKERS:
 

 

 Julia A. Peloso-Barnes, CFP
​ ​Morgan Stanle
y

 

 

 

Kathy N. Rosenthal, Esq.
Rosenthal & Markowitz

 

 

 

 

Douglas S. Ruttenberg, CPA
O'Connor Davies, LLP

 

 

 

CONTINUING EDUCATION:

Certified Financial Planners will receive (1) CE credit, pending approval

COST: $40 (includes parking)

CREDIT CARD PAYMENTS ACCEPTED:  MasterCard, Visa, Discover

CHECK PAYMENTS:

DO NOT
MAIL CHECKS TO ADDRESS ON YOUR RECEIPT

Checks should be made payable to the Estate Planning Council of Westchester County, Inc. and mailed along with a copy of your online registration receipt to:

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY, INC.
c/o Lauren J. McCallion, ESQ
Law Offices of Susan Taxin Baer
500 Mamaroneck Avenue, Suite 320
Harrison, NY 10528

 

 

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