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13th Annual Intergenerational Estate Planning Conference

Albany: Thursday, October 26, 2017
8 a.m. -12:30 p.m.
Wolferts Roost Country Club

NYC: Tuesday, October 31, 2017
8 a.m.- 12:30 p.m.
The NYC Bar Association


Learn the techniques every advisor must know when counseling clients about these critical estate and business planning issues. Through a complex case study, a panel will demonstrate how advisors can come together to accomplish goals of your most challenging clients.

This conference is regularly attended by financial advisors, insurance professionals, CPAs, bankers, and attorneys who want to take advantage of advanced planning opportunities for their clients and network with the area’s leading professionals

*Due to the genorosity of our sponsors, this event is free of charge


Albany: Wolferts Roost, 120 Van Rensselaer Bldv, Albany, NY 12204

NYC: The NYC Bar, 42 West 44th Street, New York, NY 10036

Earlier Event: October 22
Caring For A Parent