Professional Advisors Council
This council is comprised of attorneys, accountants, and financial planners. This council is responsible for holding seminars for Professional Advisors and assists in creating a Professional Advisor E-newsletter every quarter.
Richard J. Shapiro, Esq. (Chair) – Blustein, Shapiro, Rich & Barone, LLP
Matthew Watkins – US Wealth Management, LLC
Don Badgley – Northwestern Mutual
Maureen Crush, Esq. – Crush & Varma Law Group, PC
Todd Goldstein – The Misner Agency, Inc.
J. Sadler Hayes – Sadler Hayes Associates, Inc.
Edie Haughney, CIMA – Ameriprise
Gerald N. Jacobowitz, Esq. – Jacobowitz & Gubits, LLP
Wayne Martin, CPA – Goldstein, Karlewicz & Goldstein
Kate Maloney – Orange Bank & Trust Company
Benjamin Mills, CPA – Judelson, Giordano & Siegel, CPA, PC
Gary M. Schuster, Esq. – Jacobowitz & Gubits, LLP
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.
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