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


Aaron Soury, Managing Director 

A. Neumann & Associates, LLC


John R. Gerard, LUTCF, CLTC  

Vice President of Disability & LTC Sales

Northeast Planning Corporation


Monday, May 14, at 6:00pm

Location: Four Brothers Restaurant

654 Route 6, Mahopac, NY 10641


This meeting is being 

Exclusively Sponsored by:

Life, Inc. Pooled Trusts Services


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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