Strategic Planning Seminar – Thursday, January 16, 2014
Montgomery, NY – The Community Foundation and the Sullivan’s Professional Advisors Council invite all attorneys, accountants, financial planners, trust officers, wealth management advisors and their clients, nonprofit executives and individuals from throughout the region to a seminar entitled Beyond the Cliff-Beyond the Noise. Accountants, attorneys, and certified financial planners receive 2 credits. Seminar is followed by optional Sullivan County Bar Association Dinner Meeting.
Date:Thursday, January 16, 2014
Location:BHR (Bernie’s Holiday Restaurant) 277 Rock Hill Drive, Rock Hill, NY
Time: Registration: 3:30 P.M./Seminar: 4:00 P.M. – 6:00 P.M.
Fee:$10.00 To cover processing of cle/cpe Credits
Seating is limited. Please RSVP by January 10, 2014
To Register: e-mail: email@example.com or call 845-769-9393
Topic: 2 Planning Perspectives to Serve Your Clients- Not-for-profit entity compliance and the impact of the American Taxpayer Relief Act of 2012.
Key Sponsors: Community Foundation of Orange and Sullivan, The Jewish Federation of Greater Orange County; Blustein, Shapiro, Rich & Barone, LLP; Catania, Mahon, Milligram & Rider, PLLC; Thomas and Carol Gorman; Matthew Watkins, Chair US Wealth Management, LLC; Jacobowitz & Gubits, LLP
Co-Sponsors: Sullivan County Bar Association; Mid-Hudson Chapter of the New York State Society of Certified Public Accountants; Women’s Bar Associations of Orange & Sullivan Counties, a Chapter of the Women’s Bar Association of the State of New York.
Presenters: G. Nicholas Garin, Esq. – Office of the NYS Attorney General
Richard J. Shapiro, Esq. – Blustein, Shapiro, Rich & Barone, LLP
Karen VanHouten Minogue, President and CEO – Community Foundation
Facilitator: Maureen Crush, Esq. – de Ramon Crush PC
Dinner Meeting: Sullivan County Bar Association Dinner Meeting immediately following the seminar, all seminar attendees are welcome to stay. Cocktails at 6:00 p.m. Cash Bar. Dinner at 7:00 p.m. Cost for dinner is $30.00 and includes coffee, tea, dessert, tax and tip. Contact Steven Mogel at firstname.lastname@example.org to make a reservation and for more information.
*Credits are pending. THE PROGRAM IS TRANSITIONAL AND APPROPRIATE FOR EXPERIENCED AND NEWLY ADMITTED ATTORNEYS. THE WOMEN’S BAR ASSOCIATION OF THE STATE OF NEWYORK 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. FOR GUIDELINES INFORMATION, PLEASE CONTACT MAUREEN CRUSH AT 845-790-9122. ALL REQUESTS ARE CONFIDENTIAL.