|
 White Plains, NY - UJA-Federation of New York will hold its 18th Annual Westchester, Estate, Tax, & Financial Planning Conference on Thursday, May 29, 2008, from 8 a.m. to 5 p.m.
The conference, presented by UJA-Federation’s Planned Giving & Endowments Department, will take place at the Westchester Renaissance Hotel, 80 West Red Oak Lane, in White Plains.
Participants can earn 9 CLE/CPE/CFP credits. New York State Attorneys: 9 CLE (nontransitional), including 8 PP and 1 ethics credits. New York State CPAs: 9 CPE, including 8 general and 1 ethics credits.
Susan Porter, managing director, U.S. Trust, Bank of America Private Wealth Management, will present the keynote lecture, which will focus on “Exercising Discretion in Discretionary Trusts.”
The conference fee is $225 per person, which includes breakfast, lunch, and conference materials. Reservations are requested by May 15. Walk-in registration, if available, is an additional $25. To register or to obtain additional information, contact Mirlande Trotman at 212.836.1835 or
This email address is being protected from spam bots, you need Javascript enabled to view it
or register online at www.ujafedny.org/westchesterconf2008.
 |
