NYC- 2019 Intergenerational Estate Planning Conference

2019 Intergenerational Estate Planning Conference

How does 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, KB Financial Services, Raich Ende Malter & Co. LLP, Bessemer Trust, and Empire Valuation Consultants

Speakers: Church Coyne, Empire Valuation; Peter Strauss, Esq., Pierro, Connor & Strauss; Mitchell Sorkin, Raich Ende Malter Co. LLP; Jaclyn Feffer, Bessemer Trust; Jim Kaplan, KB Financial Companies, LLC; and Louis Pierro, Esq., Pierro, Connor & Strauss. Read more about them here>

New York City

The Princeton Club
15 West 43rd Street,
New York, NY 10036
8 a.m.- 12:30 p.m.