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A Roadmap to Financial Health Series for the Law Firm Professional, Part 4
Thursday, September 12, 2019, 8:30 AM - 10:30 AM EST
Category: Members Only

A Roadmap to Financial Health Series for the Law Firm Professional, Part 4
Protecting Your Legacy Through Estate Planning

Thursday, September 12, 2019

8:30 AM - 10:30 AM
Lowenstein Sandler LLP
1251 Avenue of the Americas 
17th Floor
Between 49th and 50th Streets
New York, NY 10020 

ALANYC’s Wealth Management Team in collaboration with the Diversity and Inclusion Team present the final workshop from the “Roadmap to Financial Health for the Law Firm Professional” series. On September 12th, Peter Manzi and his CNB colleagues, Jeffay Chang and Alan Wolberg, will cover “Protecting Your Legacy Through Estate Planning” – A review of trust & estate topics & strategies including discussion of basic planning documents and strategies for charitable giving.

This workshop series has been created just for you, the ALANYC chapter member. Take advantage of wealth management 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! 

Bonus: All attendees to this final session will receive a gift compliments of our presenters.

CLMSM Application Credit for Functional Specialists: 1.5 hours (90 min) in the subject area of Legal Industry/Business Management towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLMSM Recertification Credit: 1.5 hours (90 min) in the subject area of Legal Industry/Business Management.

Please join us for this event. 
Click here to register.

Member Fee: FREE
This is open to members only.