NEXT EVENT

"Business Valuations and Disability Buy-Out: An often overlooked piece of the Buy-Out Puzzle"

 

Aaron Soury, Managing Director 

A. Neumann & Associates, LLC

http://www.neumannassociates.com

&

John R. Gerard, LUTCF, CLTC  

Vice President of Disability & LTC Sales

Northeast Planning Corporation

https://www.nepcbrokerage.com

 

Monday, May 14, at 6:00pm

Location: Four Brothers Restaurant

825 South Lake Boulevard, Mahopac, NY 10641

 

This meeting is being 

Exclusively Sponsored by:

Life, Inc. Pooled Trusts Services

 

https://www.lifetrusts.org

 

Cash Bar and open networking begins at 6:00pm

Dinner will be served

There is no charge for paid members

$55 fee for guests

RSVP to Marie Corliss at www.corlisslawgroup.com

Looking forward to seeing everyone there!

 

 

 

We still have Exclusive Sponsorship Opportunities for several of our upcoming meetings that are available on a first come first serve basis. Please feel free to contact Andrew J. Cavaliere, CLTC, CSA at 914-682-2190 for information and details.
 

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