Albany- 2019 Intergenerational Estate Planning Conference

2019 Intergenerational Estate Planning Conference

How do the current tax laws 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: Northwestern Mutual, Ballston Spa National Bank, Empire Valuation Consultants and Marvin and Company

Capital Region

Hearst Media Center
645 Albany Shaker Road
Albany, NY 12110
8 a.m.- 12:30 p.m.


Speakers: Church Coyne, Empire Valuation; Ann Sharpe, Ballston Spa National Bank; Ryan Hungershafer, Northwestern Mutual; James Amel, Marvin and Company; Kristen LeBrou, Marvin and Company and Louis Pierro, Esq., Pierro, Connor & Strauss. Read more about them here>