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