February 28, 2018 Platinum Sponsor

Dinner Meeting - Case Study

Date: Wednesday, February 25, 2015
Time: 6:00pm - 9:00pm
Location: Crowne Plaza, 66 Hale Ave, White Plains
Speaker: Panel

The February 25, 2015 dinner meeting is our Annual Case Study. (See related documents below.)

  A panel of members, representing each of our membership professions (ESQ, CPA, CLU, CFP and Trust Officer) will discuss a Business and Estate Plan for John Smith, 74 and Mary, 72 who have two daughters, Melissa and Debbie, who are in their early 40’s.

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.

Dinner will be a buffet to allow for more time for discussion.


PRESENTER

Jose A. Reynoso, TO
Clarfield Financial Advisors, Inc.

PANEL

Kathy N. Rosenthal, ESQ
Rosenthal & Markowitz

Howard P. Klein, CPA
Citrin Cooperman & Co., LLP

Raymond J. Beninato, CLU®
Raben Capital Growth Corp.

Joanne K. Brady, CFP®
Northwestern Mutual Financial Network


SEATING:  We will ask our members to populate the tables so that there is cross discipline discussion.  Please look for color coded place settings – match your name tag to a seat.

SCHEDULE:  Jose will present the fact patterns of the Case Study. There will be table leaders to moderate the discussion.  Each table will report back periodically during the evening on issues and solutions.


RSVP: MUST BE MADE ON-LINE NO LATER THAN FRIDAY, February 20, 2015
Even though no dinner choices are required, you must RSVP online in order to give an accurate head count to the Crowne Plaza.


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.

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):
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. and mailed along with a copy of your registration receipt to:

Raymond J. Beninato, CLU®
c/o Raben Capital Growth Corp.
137 Montgomery Avenue
Scarsdale, NY 10583


PHOTOS:  By attending a meeting of the Estate Planning Council of Westchester (hereinafter “EPC Westchester”), you hereby: (1) give consent for EPC Westchester to use your photograph or image in its print, online and video publications; (2) release EPC Westchester, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you.

See Upcoming Event Calendar