Thursday, July 26, 2018
Webinar Replay: "What the Estate Planner Needs to Know about Roth Retirement Plans"
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July 26, 2018
Webinar Presenter: Natalie B. Choate, Esq., AEP® (Distinguished); Roundtable led by M. Elizabeth Monihan, AEP® with Benjamin Golsky, J.D., CISP, Karen M. McCarthy, CPA, AEP®, and Kimberly Stein
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September 11, 2018
Gifting Complex Assets
Alan Gross, Esq. and Matthew Kadish, Esq.
October 9, 2018
Private Equity Transactions with ESOPs
October 24, 2018
West Side Breakfast - Advanced Insurance Planning Strategies
Elaine B. Eisner, JD
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