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UPCOMING EVENTS

September 18, 2019

A Capital Markets & Economic Overview For 2020 And Beyond

Paul Robertson, Senior Vice-President, Senior Portfolio Manager, Senior Investment Strategist; AllianceBernstein, NY, NY

October 16, 2019

Securing Your Next Generation Of Business…How and Why To Do Business With Millennials

Douglas A. Boneparth, CFP, MBA

November 20, 2019

A Special Elder Care and Special Needs Planning Update – What's New, Recent Developments, Recent Cases, New Legislation

Crystal West Edwards & Regina M. Spielberg, Esqs.; Schenck, Price, Smith & King, LLP

January 29, 2020

The FIRST and BEST Review of The 2020 Heckerling Institute on Estate Planning

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD