Planning in Uncertain Times

November 15, 2011

58 South Service Road, Melville, NY 11747

Intended Audience: Public

6:30pm - 8:30pm

Contact Info:
Kristina Filippi
Phone: 516-227-0768
Email: kfilippi@farrellfritz.com

Farrell Fritz trusts and estates partner, Ilene S. Cooper will be a spaker at this seminar.

SEGMENT ONE:
Scott Israel, Dianne Zdan and Paul Serie, Wealth Management Advisors from the Wealth Management Group, TIAA-CREF
– Things to consider in making your portfolio tax efficient now
– Strategies to help you prepare for potential tax law changes in the future
– Impact Roth Conversions can have on both your current and future Tax and Legacy Plan

SEGMENT TWO:
James S. Maney, CPA, Wild, Maney & Resnick, LLP, Certified Public Accountants
– Income Tax Planning Update: Tips & Traps for Individuals and Retirees
– Focus on several recent law changes
– Opportunities and pitfalls of the same

SEGMENT THREE:
Ilene S. Cooper, Esq., Partner, Farrell Fritz, P.C.
“Defensive Techniques in Estate Planning”

Agenda:
6:30 p.m. refreshments
7:00 p.m. to 8:30 p.m. presentations