Platinum Sponsor

Dinner Meeting- “Planning for Estates < $10 Million”

Date: Monday, September 18, 2017
Time: 5:30pm - 8:00pm
Location: Westbury Manor- 1100 Jericho Turnpike, Westbury, NY 11590- (516-333-7117)
Speaker: Jordon N. Rosen, CPA, AEP® - Director at Belfint, Lyons & Shuman, P.A. (Wilmington, DE)

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We would like to thank our Sponsor:

First Republic Trust Company

PLEASE NOTE:

Commencing with the 2017-18 fiscal year, The Estate Planning Council of Nassau County, Inc. (the “Council”) is endeavoring to qualify the featured presentations at its monthly meetings for CPE/CLE/CE/etc. credits in order to offer its members the opportunity to obtain professional educational credits as an additional benefit for attending.

Please be advised, however, that:

1.       Due to the specific qualification requirements for certain credits, each meeting may not qualify for every credit due to reasons beyond the control of the Council; and

2.       A particular presentation’s qualification for such credits will be determined after the meeting by third party sponsors.

Accordingly, while the Council shall use its best efforts to attempt to qualify each presentation for the professional educational credits listed above, qualification cannot be guaranteed.

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