UPCOMING EVENTS

NYC LAWYERS ASSOCIATION Sept 20, 2023, 12:30 pm -1:45 pm ) – ELDER LAW UPDATES/ OPTIONS TO PAY LONG TERM ARE COSTS – CLICK HERE TO REGISTER | CLICK HERE FOR THE HANDOUTS
NASSAU COUNTY BAR ASSOCIATION NOV 15TH 2023, 12:30-1:45 PM WHAT THE ATTORNEY/CPA NEEDS TO KNOW ABOUT TRUST PLANNING WITH LIFE INSURANCE

RECENT EVENTS

Suffolk Academy of Law  (August 2) – Drafting & Maintaining Life Insurance in Trusts – Click Here for the Replay  | Click here for the handouts
MY-CPE (July 26) – Incorporating Life Insurance into Trust Planning – Click Here for the Replay | Click Here for the Handouts
NASSAU COUNTY BAR ASSOCIATION (MAY 2023) – DEAN’S HOUR: PROTECTING YOUR FAMILY & PRACTICE w/ VINCENT J. RUSSO, JD, LL.M, CELA – Click Here For the replay | Click here for the handouts
My-CPE.com Webinar (April 2023) – What the Advisor Needs to Know About Annuities – Click Here for the replay
NYCLA Webinar (March 15. 2023) – Strategies to Draft ILITs & Maintain the Life Insurance Coverage Funding Client’s ILITs – Click HERE for the replay | Click HERE for the Handouts
AMERICA OUTBOUND SUMMIT (NOVEMBER 2022) – How Wealthy Americans Prepare to Migrate their Wealth Overseas – Click here for photos from the event
NYCLA Webinar (October 2022) – What Attorneys & CPA’s Need to Know About Their Own Estate Planning – Click HERE to Watch | Click HERE for the handouts
My-CPE.com Webinar #3 (October 2022) – Best-in-Class Strategies Used to Pay for Long-Term Care Costs – Click HERE to Watch | Click HERE For the Handouts
NYCLA Webinar (August 2022) – Ins & Outs of Traditional and Combo Long-Term Care Insurance – Click HERE to Watch | Click HERE for the Handouts
NCYLA Webinar (May 2022) – How PPLI Can Provide Significant Tax Benefits for the UHNW Client – Click HERE To Watch | Click HERE for the Handouts
My-CPE Webinar #2 (March 2022) – The Little-Known Living Benefits of Life Insurance – Click HERE to Watch | Click HERE for the Handouts
My-CPE Webinar #1 (February 2022) – What the Advisor Needs to Know About Life Insurance – Click Here to Watch | Click HERE For the Handouts

Featured In: