BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:d2c56f6b38fe5919ce83691b0a4599e0293 CATEGORIES:Members Only SUMMARY:A Roadmap to Financial Health Series for the Law Firm Professional, Part 4 DESCRIPTION:
A Roadmap to Financial Health Series for the Law Firm Prof
essional, Part 4
“Pr
otecting 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 Y
ork, NY 10020
ALANYC’s Wealth Management Team in collaboratio n with the Diversity and Inclusion Team present the final workshop from the “Roadmap to Financial Health for the Law Firm Professional” series. On Sep tember 12th, Peter Manzi and his CNB colleagues, Jeffay Chang and Alan Wolb erg, will cover “Protecting Your Legacy Through Estate Planning” – A review of trust & estate topics & strategies including discussion of basi c 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 h appen to be our valuable Business Partners, and walk away with a clearer vi sion of your own financial health!
Bonus: All a ttendees to this final session will receive a gift compliments of our prese nters.
CLMSM Application Cre dit for Functional Specialists: 1.5 hours (90 min) in the subject area of Legal Industry/Business Management towards the additional hours req uired 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. span>
Please join us for this event.
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re to register.
Member Fee: FREE
em>This is open to members only.