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Peconic Landing Community CenterGreenport, NY, United States

Estate Planning and Investment Strategy in a World of Fiscal Cliffs: Black, White or 50 Shades of Grey?

Thursday, April 18, 2013, 4:00 PM - 5:00 PM
Peconic Landing Community Center, 1500 Brecknock Road, Greenport, NY 11944
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Description

Hear advice from the experts! From retirement and investment strategies to charitable giving and estate planning, learn the latest information including recent changes in tax legislation that can impact you and your family.

With guest speakers James E. Meyer, Partner, Greco Planning Group; Raymond C. Radigan, Esq., Managing Director of Trust, US Bank; Eric M. Weigand, Senior Portfolio Manager, US Bank

 

2 CLE credits, 2 CPE credits

 

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