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September 28, 2016 Morning Seminar and Luncheon Presentation
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September 28 Seminars and Luncheon, Morning "Gift Planning with Life Insurance - 101, 102, and 103", Afternoon "Countdown to...where, exactly?"

9/28/2016
When: Wednesday, September 28, 2016
9:30 AM
Where: Bernstein Private Wealth Management
1345 Avenue of the Americas
41st Floor
New York, New York  10105
United States
Contact: 781-205-9383


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Important: As this is a secure building, all attendees MUST pre-register at least 24 hours in advance and must bring photo ID. On-site registration is NOT available for this event.

Wednesday, September 28th, 2016 at Bernstein Private Wealth Management

Registration Check In 9:30 AM - 10:00 AM  Pricing (Member/NonMember)
 Morning Seminar:  10:00 AM - 12:00 PM  Morning Only $50/$75
 Networking 12:00 PM - 12:30 PM Luncheon Only $60/$85
 Luncheon Presentation 12:30 PM - 1:30 PM  Full Day $110/$160



Thank you to our program venue sponsor, Bernstein Private Wealth Management.

 

Morning Seminar (10:00 AM - 12:00 PM)

"Gift Planning with Life Insurance 101, 102, and 103" by Michael F. Greco, CLU, Louis P. Karol, JD, LLM, CPA & James E. Meyer

Join us as three leading experts share how to seamlessly add life insurance to your Gift Planning repertoire! These speakers will cover the nuances of accepting gifts of life insurance, and some of their creative solutions might even surprise you. Learn about: cash value decisions, the CHIRA loan, pension rescue and/or multi-generational planning including charitable gifting, and much more. A lively seminar that will insure Planned Giving success. This session is eligible for CPE, CLE, and CFRE credit.

Luncheon Presentation (12:30 PM - 1:30 PM)

"Countdown to... where, exactly?" by Blanche Lark Christerson, JD, LLM

In this election season “like no other,” uncertainty is compounded. Depending on what happens in November, we might see major tax law changes in the next Congress – or not. This discussion will look at some of what might be on the horizon for both wealth planning and charitable giving…understanding that many scenarios are possible – and unpredictable! This session is eligible for CPE, CLE, and CFRE credit.

Financial aid is available for Attorneys and Paralegals pursuing CLE credits. Click here for more information.


 

About Our Speakers

 Michael F. Greco, CLU 

Michael F. Greco has more than twenty eight years of experience in the fields of financial, retirement and estate planning and is the Managing Partner and CEO of Greco Planning Group. His career has progressed steadily through an array of increasingly responsible positions into senior management with a major insurance company prior to the formation of Greco Planning Group. By delivering unparalleled results to his clients, Mr. Greco has earned a reputation as an expert in the area of qualified retirement plans, 412(e)3 plans and estate planning.

Specializing in the intricacies of retirement plan options, the major thrust of Mr. Greco’s work is to assist individuals and corporations in maximizing pension fund accrual while minimizing taxation consequences. Through program modeling strategies, best-choice options are demonstrated relative to state, federal, transfer and estate tax issues.

Mr. Greco’s credentials include recognition as a Chartered Life Underwriter (CLU) and Life and Health Insurance licenses. As a member of the Association for Advanced Life Underwriting, the Society of Financial Service Professionals, the Financial Planning Association of Long Island (in which he is also a former Board member) and MDRT Top of the Table, Mr. Greco is committed to professional growth and excellence.

A native New Yorker, Mr. Greco received his Bachelor’s degree in Business Administration from Hofstra University. He is actively involved in community work as a committee chairperson for a local school. His knowledge base regarding tax and IRS issues pertaining to these options is Association of Long Island (in which he is also a former Board member) and MDRT Top of the Table, Mr. Greco is committed to professional institutions and professional organizations across the United States.

 

Louis P. Karol, J.D., LL.M., CPA

In 1980, Louis Karol received his undergraduate degree "with distinction" from George Washington University and in 1984 he was awarded a J.D. degree from the Benjamin N. Cardozo School of Law. In 1989, he received his L.L.M. degree in Taxation from the New York University School of Law. Mr. Karol is also a Certified Public Accountant. Mr. Karol is a member of the National Academy of Elder Law Attorneys, Inc., a non-profit association which assists lawyers, bar organizations and others who work with older clients and their families.

Mr. Karol is licensed to practice law in New York and is a member of the New York State Bar Association and its Section on Trusts and Estate Law.  He is a member of both the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.  He is also a former Board member of the Long Island Chapter of the Association of Financial Planning and a member of the Nassau County Council on Estate Planning.  Mr. Karol is an Adjunct Professor at Long Island University - C.W. Post Campus. He is admitted to practice in the United States Tax Court. Mr. Karol formerly served on the School Board of the East Williston Union Free School District. Mr. Karol is chair of the Long Island Division of the Anti-Defamation League, a leading not-for-profit organization that has a mission of fighting anti-semitism and bigotry of all kinds.

Mr. Karol is a Board Member of One Liberty Properties, Inc., a publicly traded REIT with its headquarters in Great Neck, New York. Mr. Karol is also a Board Member of Grandparents.com, a publicly traded company, located in New York City, New York. Mr. Karol is on the advisory boards of two closely held businesses located in the New York metropolitan area and assists in its separate governance matters. Mr. Karol has served on the Alumni Board of Advisors to the School of Business of the George Washington University, in Washington, DC.

 

James E. Meyer

Jim Meyer has over thirty years of experience in the financial services industry. Most of his expertise is in the marketing and relationship building arena. Jim is also looked to as a leader in the not-for-profit sector because of both his general skills dealing with non-profits and fundraising and his specific area of knowledge, Planned Giving. 

Jim is the President of the Long Island Affiliate of the Partnership for Philanthropic Planning, The Charitable Estate Planning Council of Long Island (CEPC,LI). He also served for nine years as Vice President of the Long Island Chapter of The Association of Fundraising Professionals (AFP,LI) and continues as a member of the board of directors and is a Past President of the Long Island Chapter of The Financial Planning Association (FPA,LI) where he was selected for the distinguished Howard Black award for Achievement and Excellence in Financial Planning.

Jim is both a former faculty member and Director of Alumni Relations and Development of Queens College of The City University of New York (CUNY). Jim periodically teaches on the faculty for continuing studies at Hofstra University, Long Island University, C.W. Post Campus and Molloy College. Jim is a regularly requested speaker of the CEPC,LI, the AFP,LI and the FPA,LI and presents many continuing education programs for Certifi¬ed Public Accountants, Enrolled Agents, Insurance Agents and Certified Financial Planners. Jim also does numerous presentations on Planned Giving to the Boards and/or financial committees of the charities and universities of Long Island as well as national meetings of 501(c)3 organizations.  

A native New Yorker, Jim received his bachelor’s degree from the State University of New York, College at Brockport and holds master’s degrees from both Columbia University and Hunter College of CUNY. He is a board member of several 501(c)3 organizations and writes a regular column for The Voice which is the AFP,LI quarterly publication.

 

Blanche Lark Christerson, J.D., LL.M.

Blanche Lark Christerson is a managing director at Deutsche Bank Wealth Management, where she works with clients and their advisors to help develop appropriate planning strategies. Ms. Christerson is the author of "Tax Topics," a regular commentary on current legislation and other tax issues, and a frequent speaker at various planning and professional conferences nationwide. She also belongs to several industry committees through the New York Bankers Association and the American Bankers Association.

Prior to joining Bankers Trust Company (now Deutsche Bank) in 1997, Ms. Christerson was in the estate planning department at U.S. Trust for 10 years, and had primary editorial responsibility for their estate planning publication, Practical Drafting.

She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law. Ms. Christerson is a member of the New York State Bar Association, the Bar of the Supreme Court of the United States, the Bar of the City of New York and the American Bar Association; she is also the president of the Bagby Foundation for the Musical Arts.   

 

 

 
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