Dinner Meeting - Annual Case Study

Date: Wednesday, February 27, 2013
Time: 6:00 PM - 9:00 PM
Location: Crowne Plaza, 66 Hale Avenue, White Plains
Speaker: Panel of EPCWC Members

The February 27, 2013 dinner meeting is our annual case study. A panel of members, representing each of our membership professions (Attorney, CPA, Financial Planner, Insurance Professional and Trust Officer) will discuss a multigenerational wealth transfer.    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.   Our panel will be moderated by Jose A. Reynoso, TO and will include members from other disciplines.  Dinner will be a buffet to allow for more time for discussion.

PRESENTER:     Jose A. Reynoso, TO, Esq.
                        Clarfield Financial Advisors, Inc.
PANEL:             Michael Markhoff, Esq.
                        Danziger & Markhoff LLP
                        Joanne K. Brady CFP®, CLU, ChFC
                        Northwestern Mutual Financial Network
                        Ralph E. Penny CLU, ChFC, CFP®
                        Debra Shaw Hess, TO
                        BNY Mellon Wealth Management
                        Robert J. Barber CPA
Barber & Associates 

RSVP:  Even though no dinner choices are required, you must RSVP online in order to give an accurate head count to the Crowne Plaza.

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. (Extra copies will be available).  There will be table leaders to moderate the discussion.  Each table will report back periodically during the evening on issues and solutions. 


Networking Reception and Dinner Meeting Sponsored by...

Make your giving matter more in Westchester

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 Specialized Knowledge.  Our New York State CPE Sponsor license number is 000783.  


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 at a meeting no later than 72 hours prior to such meeting if possible.

RSVP: Friday, February 22, 2013

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.
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:
Michael Weitzner, Esq.
c/o Kurzman Eisenburg Corbin & Lever, LLP, One North Broadway, White Plains, NY  10601

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.