Event Calendar
Prev MonthPrev Month Next MonthNext Month
A Roadmap to Financial Health Series for the Law Firm Professional, Part 2 "Risk Management-Protecting Yourself and Those That Rely On You"
Wednesday, January 09, 2019, 8:30 AM - 10:30 AM EDT
Category: Education

Wednesday, January 9th, 2019

8:30 AM - 10:30 AM
Lowenstein Sandler LLP
1251 Avenue of the Americas 
17th Floor
New York, NY 10020 

In keeping with our Mind Body Soul approach this year, ALANYC’s Wealth Management Team presents Part 2 in a series of workshops from their “Roadmap to Financial Health for the Law Firm Professional” series. On December 11 th Peter Manzi and his CNB colleague, Alan Wolberg, will cover “Risk Management-Protecting Yourself and Those That Rely On You”. This workshop series has been created just for you, the ALANYC chapter member. Take advantage of financial planning advice from industry experts who also happen to be our valuable Business Partners and walk away with a clearer vision of your own financial health!
The speakers for this education session are: 
1
 

Peter S Manzi, CFP®

As a Senior Vice President and Law Firm Segment Leader for City National Bank, Peter has been an ALA NYC Chapter Business Partner for over 13 years. A 30+ year banking veteran, he is a senior private banker and wealth advisor to high net worth individuals and their families, law firms and their partners and not-for-profit organizations. Peter’s team includes seasoned specialists to meet the unique needs of each client across the financial spectrum. He holds the FINRA Series 7 & 65 licenses, is a CERTIFIED FINANCIAL PLANNER™ and is a graduate of Hofstra University’s Zarb School of Business.

 

Alan Wolberg

Alan Wolberg serves as a Senior Wealth Planner for the Wealth Planning Group at City National Bank. He provides comprehensive wealth planning services to high and ultra-high net worth clients and prospective clients for City National, including entrepreneurs, professionals, their businesses and their families.  Alan is a subject matter expert in multiple areas of wealth planning services, including multigenerational wealth transfer, charitable tax planning, financial planning, cash-flow analytics and wealth replacement strategies. Alan received his undergraduate degree from New York University and his law degree from Brooklyn Law School. In addition, Alan has also received his chartered life underwriter (CLU) designation from The American College.


Click here to register.