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New York City Chapter Event

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Members:$25
Guest:$35
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Financial & Estate Planning for 2018: Don't let the new tax code confuse you!

Thursday, February 8, 2018
Time:
6:00 - 8:00 PM
Location: 150 West 83rd St., Room 412
Contact: Sandy Merrill
Email: sandycmerrill@gmail.com



Join us for an informative and interactive discussion where you can learn financial & estate planning tips from the experts.


You will be able to ask your questions as you make and adapt your financial plans in response to ever-evolving laws and tax regulations.
 
Don’t let the new tax code confuse you!

Come get some fresh thinking about Financial & Estate Planning for 2018.
 

Speakers:


 
Elizabeth A. Cartwright, CRPC, LUTCF – Financial Planner and Special Care Planner with MassMutual Metro New York.  Beth provides a full array of financial planning services with a focus on wealth management, pension and retirement planning.  Her passion is working with families who have children with special needs.
 





Tamara L Stack, Esq. – Founding partner of Stack & Associates.  Tamara’s areas of practice include estate planning involving wills, revocable living trusts, durable power of attorney, health care proxies; elder care planning which encompasses the legal issues surrounding asset protection and Medicaid planning; and taxation by minimizing estate taxes via lifetime giving.



Please Note: 

Payments by check must be received 7 DAYS before the event, or registration will be cancelled

 
Refunds can only be made for cancellations received at least two weeks (14 calendar days) before the event.  
 
Please send all refund requests to the Committee Chair: Name: Sandy Merrill_, Email: sandycmerrill@gmail.com




 


 

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