UPCOMING EVENTS

NASSAU COUNTY BAR ASSOCIATION – FEBRUARY,  2024 – UNDERSTANDING & PROPERLY UTILIZING ANNUITIES
Nassau County Bar Association – March 5, 2023, 12:30-1:45pm – Three Things the Attorney Needs to Know about Life Insurance

RECENT EVENTS

NASSAU COUNTY BAR ASSOCIATION (NOV 15TH 2023) – WHAT THE ATTORNEY/CPA NEEDS TO KNOW ABOUT TRUST PLANNING WITH LIFE INSURANCE – Watch the Replay | Download the Handouts
NYC LAWYERS ASSOCIATION (SEPT 2023) – ELDER LAW UPDATES/ OPTIONS TO PAY LONG-TERM ARE COSTS – CLICK HERE FOR THE REPLAYCLICK HERE FOR THE HANDOUTS
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

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