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October 2019
October 2019 General Breakfast Meeting
Speaker: Grace Russak, CTFA, TEP, BNY MELLON WEALTH MANAGEMENT Topic: Charitable Gift Planning for Generation X Grace Russak is a Senior Director who works with a clientele of very high net worth individuals, families, foundations and not-for-profits. Over more than 30 years, she has built a practice focused on bringing carefully tailored solutions to her clients' investment, trusts and estates and strategic philanthropy concerns and needs. Prior to joining the firm in 2012, Grace spent over 15 years in senior…
Find out more »November 2019
November 2019 General Breakfast Meeting
Speaker: Janet Morris Topic: Navigating Public Benefits
Find out more »January 2020
January 2020 General Breakfast Meeting
Speaker: Andy Katzenstein Topic: Case Law
Find out more »February 2020
February 2020 General Breakfast Meeting
Speaker: Steve Barlam Topic: Undue Influence TITLE: ELDER FIDUCIARY ABUSE: Mitigating the Risk and Making a Difference Audience: Legal / Financial Professionals working with older adults and their family members Point of View: Elder Abuse (and especially fiduciary abuse) is prevalent, and under reported, you need to know about it, and understand what you can do to protect vulnerable clientele and in some cases prevent it from happening. Defining what it is How big an issue is it / prevalence…
Find out more »March 2020
March 2020 General Breakfast Meeting
Speaker: Jan Jessie Jocoy Topic: Personal Property Issues
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