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TAAAPs Executive Speaker Series

TAAAPs Executive Speaker Series

TAAAPs Executive Speaker Series

End of Year Planning
It's now the fourth quarter and that means the end of the year is fast approaching.  This event will focus on estate, tax and corporate benefit planning for 2010 and beyond; considering all of the new changes facing alternative asset professionals and business owners this is a must attend event.  This event will be open to only Executive Members.  The event begins at 6PM with a cocktail reception (beer and wine) before and after.  A special thank you to BNY/Mellon for hosting the event.

Covering topics on estate planning, taxes, benefits and more.

Come listen to seasoned professionals from the industry that have been through it and are on the front lines of this constantly changing field.


Moderator:  Edward B. Pennfield- BNY Mellon / Wealth Management

Panelists:     Brian J. Dutzer - New England Financial
                   Robert Schachter - Marcum, LLP
                   Carlo Marano - Corporate Plan Associates, Inc.


Place:         200 Park Avenue, 54th Floor
                   BNY / Mellon
                   New York, NY

Date:          Thursday, October 14th

Time:         6:00pm - 8:30pm

Cost:          Free - Executive Members Only

RSVP:       Executive Members, email to mkosara@taaaps.org to confirm your attendance.

If you are not yet an Executive Member and would like to attend, simply sign up online and you will have access to all TAAAPs events and other benefits for the year at no additional cost
(full year from when you join, not just the calendar year).

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