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Events

Life Strategies: Financial, Tax, and Estate Planning at Every Age (40s Through 80s)

Oct 30, 2018

When

Tuesday, October 30, 2018  5:30 PM - 7:30 PM

Where

Inn at Fox Hollow
7755 Jericho Turnpike
Woodbury, NY 11797

Contact

Join Citrin Cooperman accountants and consultants, Apexium Financial, and Genser Cona Elder Law for a panel event, to gain insight on strategies to help you preserve assets and plan ahead for every stage of life. Our professionals understand the hurdles, decisions, and consequences that effect individuals in their 40s through 80s, providing you with tips to help you feel financially confident at every age.


PANELISTS:

David Bruckman, JD, MS Tax, CLU, Partner, Apexium Financial, LP
Michael Feller, CPA, Partner, Citrin Cooperman
Melissa Negrin-Wiener, Esq., Partner, Genser Cona Elder Law 
Marcus O'Toole, Esq., Senior Associate, Genser Cona Elder Law

Refreshments will be served.