September 20, 2022
Join us for a comprehensive discussion of tax-aware estate planning, including:
- Gifting & Estate Planning
- Choosing the Right Trust Structure
- Investing within the Tax-Free Bucket
- Life Insurance & Long-Term Care
Speakers:
Stuart M. Mordfin, CPA, CGMA & Managing Partner at the Mordfin Group
Adam Solomon, Trusts & Estates Attorney at Abrams Fensterman, LLP
Alfred Dilamani, Financial Professional at Equitable Advisors
Event Details:
Tuesday Evening, September 20th | 130 Steamboat Road, Great Neck
Light Refreshments Served at 7:45pm | Program Begins at 8:00pm
