Thank you to our February 28, 2018 Meeting Sponsor!

Annual Dinner Meeting:
"FAMILY WEALTH — A Hard Look At The “Soft” Issues"

Date: Wednesday, June 6, 2018
Time: 6:00pm - 8:30pm
Location: Crowne Plaza, White Plains, NY
Speaker: SUSAN R. SCHOENFELD, JD, LL.M. (Taxation), CPA, MBA
Wealth Legacy Advisors LLC

RESERVATIONS CLOSED MAY 30, 2018

For Infomation please call Diane at 914-664-6193.

Steps to Avoid Receiving “Automatic Reminders:

  • Log-In using your UserName & Password.
  • Members unable to attend must select the reservation and payment options “Unable to attend”.

Members must register all guests.


TOPIC:

"FAMILY WEALTH — A Hard Look At The “Soft” Issues"

  • How much to give, and when? How much to tell, and when?
  • The equal vs. equitable debate
  • Communication is Everything
  • Prenuptial Agreements
  • Family Governance / Family Meetings
  • Family Philanthropy

 

SPEAKER:

 

 

SUSAN R. SCHOENFELD, JD, LL.M. (Taxation), CPA, MBA
Wealth Legacy Advisors LLC
Schoenfeld@WLALLC.com 
www.WLALLC.com

is CEO and founder of Wealth Legacy Advisors LLC, which serves as thought partner to families of wealth through personal attention and human spirit. Services include Stewardship, Succession, Governance, Philanthropy, Next Generation Coaching and Education, and Managing Fiduciary Risk. She is an Attorney and CPA, with deep experience as an advisor to families and family offices on the human issues of wealth, including generational legacy and wealth transfer.

Previously, she was the Family Ambassador at a private Single Family Office, serving as the liaison between the family office and its multi-national family members, where she engaged and educated the next generation about their family wealth enterprise. Before that, she was Principal of Bessemer Trust for more than 14 years, where she developed and implemented generational wealth transfer planning strategies for high net worth individuals and families. She also created, developed and facilitated Bessemer's Women and Wealth Workshops, designed to explore personal aspects of wealth, which in turn inspired a series of Next Generation of Wealth workshops. In addition, she ran Bessemer’s donor advised fund, and also headed Bessemer’s Northeast Region Trust Administration group.

See “Related Documents” below for Complete Bio.


PLATINUM SPONSOR

GOLD SPONSORS

 

 


CONTINUING EDUCATION:
Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Advisory Services.  Our New York State CPE Sponsor license number is 000783.
(1) CE credit for Certified Financial Planners.

COST:  (Includes parking)
Members - no charge.
$ 75.00:  Guest reservation (check mailed or paid by credit card)
$ 85.00:  Guest fee at door (check or cash only)

DINNER ENTRÉE CHOICES:
Baked Flounder, Lemon cream sauce

Sliced Flank Steak, Sambal Slaw with Mojito Sauce


RESERVATION POLICY:  In order to be able to give the Crowne Plaza a more accurate count and avoid having the Council pay for meals for members who are not attending, it is respectfully requested that;

  • all attendees register for all meetings no later than the RSVP date and,
  • If necessary, cancel your attendance no later than 48 hours prior to the meeting if possible.

CREDIT CARD PAYMENTS ACCEPTED:
Guest fees reserved on line through the website may be paid by credit card.
Guest fee at the door must be paid by cash or check only.

CHECK PAYMENTS:  Checks should be made payable to the Estate Planning Council of Westchester County, Inc.

Mail check along with a copy of your on-line receipt to:

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY, INC.
c/o Diane M. Iozzo,
415 Gramatan Avenue, #3D, Mount Vernon, NY.



 

Related Document(s):

See Upcoming Event Calendar