Luncheon: Discovering, Crystalizing, and Achieving Client Objectives sponsored by BNY Wealth
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Please arrive at 11:30 am for networking time in advance of lunch. Lunch will be served around 11:45am with the meeting beginning at 12:15 pm. If you are virtually attending, the webinar session will begin at 12:20 pm.
About the Program
By clarifying a family’s long-term vision, business succession and multigenerational philanthropic goals can be guided by client objectives beyond tax considerations alone. Flexible planning strategies help families balance both income and estate tax exposure over time. The tax efficiency of assets and their location in the estate or a grantor trust can create valuable optionality in an evolving tax landscape over decades.
About the Speaker
Allen Hensley is the Advanced Agent Development Officer for New York Life. Over three decades he has worked to protect and grow wealth for clients and their families. Allen leads a team that develops advisors in the high-net-worth market and also designs client solutions for members of The Nautilus Group helping their clients solve complex planning issues. He conducts national training events and speaks to groups on financial planning issues and strategies.
Frank F. Gagliardi, CFP® │ 2025-2026 Program Chair
Continuing Education – The following credits will be available for 1 hour of CE (as of 2/23/26):
CFP® – APPROVED by the CFP® Board.
CLE – PENDING approval by the Ohio Supreme Court.
OH Insurance – PENDING approval by the Insurance Board of Ohio.
General – Available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.
Reservation Policy –
IN PERSON: All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. The meeting cost is $40 for members when paid in advance before noon 03/09/26, $60 for members at the door, $60 for guests, and $240 for a table of six (can be mix of members and non-members - please submit names to admin@epccleveland.org by 03/06/26). If you reserve and are unable to attend, please call the office to cancel by noon 03/09/26 to avoid a no-show reservation billing.
VIRUTAL: All attendees must register in advance. The meeting cost is $40 for members and $60 for guests. You will receive login credentials with your registration confirmation email.
To reserve, click "Register Now" below.
Thank you to our sponsor:
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