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CLE- 7 Deadly Sins of Professional Advisors: Are They Trying to Drive Me Nuts?

May 11, 2023 @ 8:00 am - 11:00 am

7 Deadly Sins of Professional Advisors: Are They Trying to Drive Me Nuts?

 

As professional advisors are more involved with high net worth comprehensive planning, many are directly or indirectly involved with charitable planning. Attendees for this interactive session will learn about seven key common planning mistakes and weaknesses. 

 

Speaker: Bryan Clontz, PhD, CFP, CLU

 

Moderator: Maureen Crush, Esq.

 

Thursday, May 11, 2023

Powelton Club, 29 Old Balmville Road, Newburgh, New York

Registration & Breakfast 8:00 a.m – 8:30 a.m.; Seminar 8:30 am. – 11:00 a.m. 

Fees: $50 Members of Hudson Valley Estate Planning Council and WBASNY Members

$75 All Others

Credits: Attorneys: 2.0 CLE credit in Professional Practice* 

 

ATTENDEES SHOULD REGISTER by May 8, 2023

WBASNY Members: email Megan Matthews to register at

$50 rate: megan@cfosny.org

All Others: register by using the below information:

communityfoundationshv.org/events or call 845 452-3077 

 

 

*Credits are pending approval. The Women’s Bar Association of the State of New York has been certified by the NY State Continuing Education Board as an Accredited Provider of Continuing Legal Education in the State of New York. This program is transitional and advanced and appropriate for experienced and newly admitted attorneys. Full and partial scholarships based on financial need are available. Full scholarships for this program are available for attorneys at non-profit organizations that provide direct legal services for victims of domestic violence. For information on the guidelines, and to apply, please contact Maureen Crush at (845) 615-9010 or maureen@cvlawgroup.com. All requests are confidential. The cost of this CLE program (excluding food) will be waived for up to ten (10) attorneys employed by a non-profit organization in New York State that provides direct legal services to victims of domestic violence. Please contact Maureen Crush (845) 615-9010 for more information and how to register.       

Details

Date:
May 11, 2023
Time:
8:00 am - 11:00 am

Organizer

Women’s Bar Association of Orange and Sullivan Counties
View Organizer Website

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