"What Estate Planners Should Know About Life Settlements and Policy Valuations"

Don W. Poole

Ashar Group


There will be a brief discussion of:

"The Tax Cuts & Jobs Act as it pertains to Estate Planning"  

Monday, March 5, at 6:00pm

Location: Four Brothers Restaurant

825 South Lake Boulevard, Mahopac, NY 10641


This meeting is being 

Exclusively Sponsored by:

Barnum Financial Group


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

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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