"Sharpen Your Saw by Adding Leimberg Research to Your Tool Box for Your Business Applications in Insurance, Trust Management, and Tax Research"

Date: Wednesday, November 7, 2018
Time: 12:30pm - 2:00pm
Location: Crowne Plaza, 66 Hale Avenue, White Plains

RESERVATIONS CLOSED -  Friday, November 2, 2018 

Questions - call Diane at 914-664-6193

Learn about the tool and get real-life experience using it in a group setting using our popular October 3rd Case Study example to find topics to research and share with the group.

Whether you attended the case study session or not, you and your group will get an overview of the Leimberg services offered and take topics and applications from that case to research and share in this session.  Our panel participants Robert Ecker, Paul Millman, and Catherine Censullo will be there to help you.

You will get both networking and learning opportunities in this session with real live examples that you can use to discover how it might help you in future client cases you encounter in your business.  You will have fun and get to know your colleagues better as you also add a new tool to your toolbox.  Who knows? Maybe it will help you win a future case.

Bring your surface, laptop, iPad (or equivalent device) fully charged to the session to use with your workgroup.


 

This Lunch Meeting will be our first education seminar of the 2018-2019 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 November 7th.
Catherine M. Censullo, CPA, PFS
Chair, Education Committee

 


MODERATORS

Catherine M. Censullo, CPA, PFS
Censullo, Gupta & Associates, CPA, LLP

 

 

 

Robert L. Ecker, Esq.
Ecker, Ecker & Associates, LLP

 

 

Paul M. Millman
 

Millman Law Firm

 

 

 


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.

COST: $40 (includes parking)

CREDIT CARD PAYMENTS ACCEPTED:  MasterCard, Visa, Discover

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 Catherine M. Censullo, CPA, PFS
Censullo, Gupta & Associates, CPA, LLP

80 Business Park Drive, Suite 208
Armonk, NY 10504


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.


 

Related Document(s):

See Upcoming Event Calendar