Join Us at Our
Quarterly Breakfast Seminar
April 30, 2013

Don’t miss this valuable panel discussion that will bring into focus wealth management, retirement and estate planning from a strategic and tax-planning standpoint. Learn about various vehicles which are regularly used in this area including several different types of trusts (grantor trusts, life insurance trusts and residence trusts). The panel will speak about some of the major benefits which can be attained or and pitfalls to be avoided as well as asset protection which can be an additional benefit of proper planning.

When: April 30, 2013
Registration, Breakfast and Networking begin at 7:45am
Program: 8:15am-10:00am
Where: 68 South Service Road Melville, NY
Price: Free for IMA Members; $25 Non-members

Special offer to members: bring a guest for free.
Member must be present.

CPE Credits: 2

Seating is limited. Register now!

Non-members can register by sending a check (payable to IMA-LI Chapter) to the contact below, or
register online with a credit card.

IMA Members can register by contacting John Fodera at the contact information noted below.

Contact:
John P. Fodera
John.Fodera@eisneramper.com

EisnerAmper
534 Broad Hollow Road
Melville, NY 11747
P(631) 756 5382
F(646) 885 4377