Planning for Retirement Benefits
Council members and guests are cordially invited to attend
Estate Planner's Day 2016
Hosted by the Estate Planning Council of Rockland County
Date: Friday, May 13, 2016
Registration and Breakfast: 8:15 a.m. to 9:00 a.m.
Program: 9:00 a.m. to 12:00 p.m.
Location: Two Spear Street Restaurant, 2 Spear Street, Nyack, NY 10960
Telephone: 845. 353.7753
Program: Planning for Retirement Benefits
Panelists:
Scott M. Sherman, Esq., Rye Brook, N.Y. 10573
Bruce Steiner, Esq., Kleinberg, Kaplan, Wolff & Cohen, P.C., New York, NY
Ita M. Rahilly, CPA, AEP, DeBenedictus, DiGovanni & Weddell, Newburgh, NY
Please RSVP to David Schwan, Esq. via email to dschwan@redaschwanlaw.com
Complimentary admission for RCEPC members
Guests: $50.00
The program will qualify for CPE credits for accountants licensed to practice in NY State.
Thank you,
Patricia A. Murphy, Esq., RCEPC President
- Estate Planner's Day, Steiner Presentation: IRAs & Roth Conversions
- Estate Planner's Day- Steiner Presentation: Trusts as Beneficiaries of Retirement Benefits
- Estate Planner's Day- Sherman presentation- IRA/ Retirement Plan Distribution Rules 2016
- Estate Planner's Day- Rahilly presentation: More money in your pocket
