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UPCOMING EVENTS: 

 

Wednesday, December 13, 2017 - Annual Morning Gift Planning Seminars and Luncheon with Gift Planning Quiz
Bernstein Private Wealth Management, 1345 Avenue of the Americas, New York, NY 10105

Join us for our annual day of education with Jonathan Tidd, Esq.

Two-part Seminar; 10:00 am - 12:00 pm

Part I: Cases & Problems in Gift Planning
This session is eligible for CPE, CLE, and CFRE credit.

Part II: Ethical Questions in Charitable Gift Planning
This session is eligible for CPE, CLE, and CFRE credit.

Luncheon and Presentation; 12:30 pm

Annual Gift Planning Quiz
This session is eligible for CPE, CLE, and CFRE credit.

Speaker: Jonathan Tidd, Esq.




Wednesday, January 17, 2018 - Concurrent Morning Seminars and Luncheon Seminar
Bernstein Private Wealth Management, 1345 Avenue of the Americas, New York, NY 10105

Concurrent Morning Seminars; 10:00 am - 12:00 pm

New York's Leading Role in the History of Gift Planning by Ron Brown

This session is eligible for CPE and CFRE credit.

Top Ten Estate Settlement Problems and What to Do About Them by Andrew Fussner, JD

This session is eligible for CLE, CPE, and CFRE credit.

Luncheon and Presentation; 12:00 pm - 2:00 pm

US Income and Estate Tax: Where We were, Where We are, Where We are Going and How We're Getting There by Edward J. Mooney of BNY Mellon



Wednesday, February 21, 2018 - Concurrent Breakfast Seminars
3 West Club, 3 West 51st Street, New York, NY 10019



Wednesday, March 21, 2018 - Concurrent Morning Seminars and Luncheon Seminar
3 West Club, 3 West 51st Street, New York, NY 10019



Monday, May 7, 2018 - Annual Planned Giving Day 2018 #NYCPGDay2018
Convene, 117 West 46th Street, New York, NY 10036

 
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