Dinner Meeting
HONORING PAST PRESIDENTS
Topic:
“SOLVING THE IRA ESTATE PLANNING PUZZLE”

Date: Wednesday, December 7, 2016
Time: 6:00pm - 8:30pm
Location: Crowne Plaza, White Plains
Speaker: Speaker:
ED SLOTT, CPA
Ed Slott and Company, LLC

RESERVATIONS CLOSED 11/30/16.

For additional information, please call

Diane at 914-664-6193.


TOPIC:

“SOLVING THE IRA ESTATE PLANNING PUZZLE”


SPEAKER:

ED SLOTT, CPA
Ed Slott and Company, LLC
100 Merrick Road, Rockville Centre, NY 11570
(516) 536-8282 / FAX (516) 536-8852
Email: ed@irahelp.com
Website: www.irahelp.com

The Best” source for IRA advice by the Wall Street Journal.

He is a widely recognized professional speaker and has created several nationally aired public television specials including the most recent, Ed Slott’s Retirement Road Map (2016).

Ed Slott has also the created The IRA Leadership Programand Ed Slott’s Elite IRA Advisor GroupSM, which were developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace.

Mr. Slott is the author of Ed Slott’s Retirement Decisions Guide: 2016 Edition (IRAHelp, 2016), Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2013), The Retirement Savings Time Bomb… and How to Defuse It (Penguin, 2012 Edition), Stay Rich for Life! (Ballantine Books, 2009), Parlay Your IRA Into a Family Fortune (Penguin Books, 2008), and Your Complete Retirement Planning Road Map (Ballantine Books, 2007). Ed Slott also publishes Ed Slott's IRA Advisor, a monthly IRA newsletter, and he is a personal finance columnist for numerous financial publications.

He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. Mr. Slott is the recipient of the prestigious Excellence in Estate Planning and Outstanding Service awards presented by The Foundation for Accounting Education. He is a former Board Member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished.

Mr. Slott is often quoted in the New York Times, The Wall Street Journal, Forbes, Money magazine, Kiplinger's Personal Finance, USA Today, Investor's Business Daily and a host of additional national magazines and financial publications. He has appeared on numerous national TV and radio programs. Mr. Slott is also a contributor to financial information web sites.


This meeting is being sponsored in part by ...

www.fiduciarytrust.com

 

www.fiduciarytrust.com


CONTINUING EDUCATION

  • Continuing Legal Education credit in Skills for attorneys will be submitted to the New York State Continuing Legal Education Board for approval.  Credit is pending approval.
  • Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Taxation.  Our New York State CPE Sponsor license number is 000783.
  • (1) CE credit for Certified Financial Planners.

DINNER ENTRÉE CHOICES:
Cornmeal crusted Tilapia with Remoulade butter
Boneless Breast of Chicken  Madeira

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)

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.

DO NOT MAIL CHECKS TO ADDRESS ON YOUR RECEIPT.
Mail check along with a copy of your on-line 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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