Connecting People Who Care with Causes that Matter

Professional Advisors Seminar: What Every Advisor MUST Know: How to Help Your Clients Protect Their Assets

When:
October 25, 2018 @ 4:30 pm – 7:30 pm
2018-10-25T16:30:00-04:00
2018-10-25T19:30:00-04:00
Where:
William J. Larkin Conference Room
30 Scott's Corners Drive Ste 203 M
Montgomery, NY 12549
USA
Cost:
$35-$40
Contact:
Michelle Hathaway
845-769-9393

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


Member or Non-member
Credits being applied for:



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.  

Upcoming Events

Sep
22
Sat
2018
Friends of the Orange County Youth Bureau – Trip to NY Botanical Gardens & the Bronx Zoo
Sep 22 all-day
When:
October 25, 2018 @ 4:30 pm – 7:30 pm
2018-10-25T16:30:00-04:00
2018-10-25T19:30:00-04:00
Where:
William J. Larkin Conference Room
30 Scott's Corners Drive Ste 203 M
Montgomery, NY 12549
USA
Cost:
$35-$40
Contact:
Michelle Hathaway
845-769-9393
Sep
24
Mon
2018
We Have Your 6 – Golf Fundraiser to Help Veterans with PTSD @ Wiltwyck Country Club
Sep 24 @ 8:30 am
When:
October 25, 2018 @ 4:30 pm – 7:30 pm
2018-10-25T16:30:00-04:00
2018-10-25T19:30:00-04:00
Where:
William J. Larkin Conference Room
30 Scott's Corners Drive Ste 203 M
Montgomery, NY 12549
USA
Cost:
$35-$40
Contact:
Michelle Hathaway
845-769-9393
Oct
12
Fri
2018
Illuminate Goshen Fall Ball @ Brown Barn Farms
Oct 12 @ 7:00 pm – 11:00 pm
When:
October 25, 2018 @ 4:30 pm – 7:30 pm
2018-10-25T16:30:00-04:00
2018-10-25T19:30:00-04:00
Where:
William J. Larkin Conference Room
30 Scott's Corners Drive Ste 203 M
Montgomery, NY 12549
USA
Cost:
$35-$40
Contact:
Michelle Hathaway
845-769-9393
Oct
25
Thu
2018
Professional Advisors Seminar: What Every Advisor MUST Know: How to Help Your Clients Protect Their Assets @ William J. Larkin Conference Room
Oct 25 @ 4:30 pm – 7:30 pm
When:
October 25, 2018 @ 4:30 pm – 7:30 pm
2018-10-25T16:30:00-04:00
2018-10-25T19:30:00-04:00
Where:
William J. Larkin Conference Room
30 Scott's Corners Drive Ste 203 M
Montgomery, NY 12549
USA
Cost:
$35-$40
Contact:
Michelle Hathaway
845-769-9393
Nov
3
Sat
2018
Pillars of the Community Awards Gala @ Anthony's Pier 9
Nov 3 @ 6:00 pm – 11:00 pm
When:
October 25, 2018 @ 4:30 pm – 7:30 pm
2018-10-25T16:30:00-04:00
2018-10-25T19:30:00-04:00
Where:
William J. Larkin Conference Room
30 Scott's Corners Drive Ste 203 M
Montgomery, NY 12549
USA
Cost:
$35-$40
Contact:
Michelle Hathaway
845-769-9393
Nov
14
Wed
2018
Annual Reception @ Anthony's Pier 9
Nov 14 @ 5:30 pm – 8:30 pm
When:
October 25, 2018 @ 4:30 pm – 7:30 pm
2018-10-25T16:30:00-04:00
2018-10-25T19:30:00-04:00
Where:
William J. Larkin Conference Room
30 Scott's Corners Drive Ste 203 M
Montgomery, NY 12549
USA
Cost:
$35-$40
Contact:
Michelle Hathaway
845-769-9393

cflogo-final-small

30 Scott’s Corners Drive, Suite 203
Montgomery, NY 12549
Ph: (845) 769-9393
Fax: (845) 769-9391
e-mail us

Text CFOSNY to 22828 to sign up for our mailing list - Message and data rates may apply
Text CFOSNY to 22828 to sign up for our mailing list – Message and data rates may apply

Amazon Smile