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Events : UJA-Federation 47th Sidney Kess Annual NY Estate, Tax & Financial Planning Conference

UJA-Federation 47th Sidney Kess Annual NY Estate, Tax & Financial Planning Conference

Partner, Avi Z. Kestenbaum presents “Rethinking the Fabric of Estate Planning: Have We Got It All Wrong? What if the method and definition we currently use for estate planning is plain wrong and not beneficial to our heirs’ future well being? What if our estate planning in most cases does more harm than good ? How do we define the success of an estate plan? Whose objectives and purposes are being fulfilled? What if there were a different and more effective way to help our loved ones reach their true potential and achieve long-term success and happiness? This presentation will question current estate planning practices and consider more effective alternatives for long-term success.

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For more information and to register, please click the link below:

https://ujafedny.org/event/register/ny-estate-tax-financial-planning-conference/

9.5 CLE/CPE Credits (nontransitional) – CFP credits will be offered