FEATURED EVENTS
September 17, 2026
Kick-Off Dinner Meeting- "Estate Planning for Art and Collectibles"
Doyle Auctioneers & Appraisers- Electra Washburn, Heritage Auctions-Elyse Luray, Roland Auctions- Bill Roland
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September 23, 2026
STUDY GROUP/Webinar-"The Inside Scoop on the P&C Insurance Market"
Michelle Hirsch, CAPI and Dave Logan
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October 22, 2026
Breakfast Meeting- "NYS Residency Audits"
Scott Kestenbaum, Esq. – Kestenbaum & Mark, LLP
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November 19, 2026
Dinner Meeting
TBA
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December 10, 2026
Dinner Meeting - “IRA’s”
Ed Slott, CPA, Ed Slott and Company, LLC,
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January 21, 2027
Dinner Meeting
TBA
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February 18, 2027
Breakfast Meeting-“Long Term Care Insurance”- Wendy Sheinberg, Esq. – Rivkin Radlerr and Jonathan Schwartz- NY Life- TBA
Wendy Sheinberg, Esq. – Rivkin Radler and Jonathan Schwartz- NY Life
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March 18, 2027
Dinner Meeting-“ Business Succession Planning”- Neil D. Katz, Esq., AEP- Katz Chwat, P.C. and Jeffrey Gibralter, CPA/ABV/CFF, CFE, AEP- Reid Forensic & Valuation Group, LLC
Neil D. Katz, Esq., AEP- Katz Chwat, P.C. and Jeffrey Gibralter, CPA/ABV/CFF, CFE, AEP- Reid Forensic & Valuation Group, LLC
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April 20, 2027
Breakfast Meeting- "Surrogates' Update"
TBA
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UPCOMING EVENTS
June 7, 2027
Dinner Meeting- Annual Officers' Conferment"
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