Dinner Meeting - CASE STUDY

Date: Wednesday, February 28, 2018
Time: 6:00pm - 8:30pm
Location: Crowne Plaza, White Plains
Speaker: “How the new Tax Act Affects income and estate planning.”

Registration Closed

​Questions?  Please call Diane at 914-664-6193


Steps to Avoid Receiving “Automatic Reminders:

·         Log-in using your username & password

·         Members who are unable to attend should select the reservation /payment options “Member-Unable to attend”

Members must register all guests.


 

Annual Case Study

“How the new Tax Act Affects income and estate planning.”

Presenters will consist of members representing each of our membership disciplines (ESQ, CPA, CLU and CFP/TO).  This format allows us to engage diverse perspectives and develop a hypothetical “best solution possible.”  The panel/audience discussion will bring up approaches and tactics we might not have considered individually and sharpen our approach to real life client’s needs.

 

Presenter

GABE WOLOSKY, CPA
Prager Metis CPAs, LLC

Panel

LUCIA D. BANKO, J.D., CLTC
New York Life

RICHARD J. BOWLER, ESQ
Law Offices of Richard J. Bowler

HOWELL BRAMSON, ESQ
McCarthy Fingar LLP

JENNIFER HU CORRIGGIO, ESQ
Westchester Community Foundation

MICHELE LAZZARA, CPA
Marks Paneth LLP

KATHRYN M. MALONEY, TO
Orange County Trust Company

BYRKE J. SESTOK, CFP
Rightirement Wealth Partners

SEATING:   We will ask our members to populate the tables so that there is cross discipline discussion.

 


This meeting is sponsored in part by a grant from . . .


CONTINUING EDUCATION :

1 CE credit for Certified Financial Planners

 

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.

BUFFET DINNER COST: (includes parking):
Even though this is a buffet you must register on-line.
Members - no charge.
$ 75.00:  Guest reservation (check mailed or paid by credit card)
$ 85.00:  Guest fee at door (check or cash only)

 

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.


 

Related Document(s):

See Upcoming Event Calendar