2018 Intergenerational Estate Planning Conference
CAPITAL REGION | THURSDAY, NOVEMBER 15, 2018
NEW YORK CITY | WEDNESDAY, NOVEMBER 28, 2018
How will the new tax law affect individuals and businesses? What planning opportunities are now available for families to preserve wealth, reduce risk and lower taxes?
Our panel of experts will explore these topics and more, through a unique case study approach that provides real world applications of all the new changes. They are leaders in the fields of Tax, Wealth Management, Law, Accounting, Insurance and Business Valuation who will show how advisors can work together to achieve maximum results for today’s families.
Don’t miss this chance to learn advanced planning strategies to expand your client base, get up to speed in your field and network with leading professionals.
Attendance is free due to the generosity of our sponsors: Quontic Bank, Raich Ende Malter & Co. LLP, Bessemer Trust, Empire Valuation Consultants, Northwestern Mutual, Kronish Associates, Inc., and Financial Architects Partners