For Fund Representatives

Use the links below to access necessary forms. Don’t see what you need listed? Contact our office at (845) 769-9393.

Upcoming Events

Sep

Sat

2018

Friends of the Orange County Youth Bureau – Trip to NY Botanical Gardens & the Bronx Zoo

Tickets

Sep 22 all-day

Packages Start at $90.00.

Proceeds benefit the Child Care Council of Orange County and Friends of the Orange County Youth Bureau.

Visit event website for full details.

Categories: Events

Sep

Mon

2018

We Have Your 6 – Golf Fundraiser to Help Veterans with PTSD @ Wiltwyck Country Club

Tickets

Sep 24 @ 8:30 am

Categories: Events

Oct

Thu

2018

Professional Advisors Seminar: What Every Advisor MUST Know: How to Help Your Clients Protect Their Assets @ William J. Larkin Conference Room

Tickets

Oct 25 @ 4:30 pm – 7:30 pm

Speakers: Marc Selden, J.D., LL.M., national recognized lecturer, Member: Cozen O’Connor, New York City, and Richard J. Shapiro, J.D., CELA.

This 2-credit charitable giving seminar, presented by the Community Foundation’s Professional Advisors Council, will teach you everything you need to know about asset protection planning and how you can help your clients preserve and protect their assets.

Registration & Networking: 4:30 – 5:30 PM
Buffet Dinner & Seminar: 5:30 – 7:30 PM

Credits: Attorneys – 2 CLE credits*; CPAs – 2 CPE credits*

RSVP by October 19

Limited seating. Reserve now.

*Credits are pending. This program is transitional and appropriate for experienced and newly admitted attorneys. The Women’s Bar Association of the State of New York has been certified by the New York State Continuing Education Board as an accredited provider of continuing legal education in the State of New York. Full and partial scholarships based on need are available. All requests are confidential.

Categories: Events

Nov

Wed

2018

Annual Reception @ Anthony's Pier 9

Tickets

Nov 14 @ 5:30 pm – 8:30 pm