“When Election Results are In: Advising Clients on the Best Planning Techniques in Light of Market, Tax, Economic and Interest Rate Volatility”
Free Professional Education and Networking – Lunch Included
Register Here
Click to Sign Up for the Intergen New York Conference
Hugh Johnson, Economist
2025 Economic Forecast: Keynote by Hugh Johnson, Nationally-Acclaimed Economist!
Fast forward to November. In the aftermath of the Presidential election, there may well be political turmoil, vacillating inflation and interest rates, a volatile stock market and impending tax law changes set to take effect on 1/1/26.
How can advisors best serve their clients who seek to preserve wealth, reduce risk and lower taxes? What opportunities are available today for families and businesses to protect assets and build a legacy for future generations? Where is the health of the economy headed into the year 2025?
The answers can be found in one place.
Join Pierro, Connor & Strauss on the morning of November 15 in Manhattan for the Intergenerational Estate Planning Conference. One week following the Presidential election, we bring together leaders in the fields of Tax, Wealth Management, Estate Planning, Accounting, Insurance, Corporate Planning and Business Valuation. Together, they will deliver marketplace analysis and cutting-edge planning techniques. With opportunities to network with colleagues over lunch at the New York City Bar Association, you’ll make connections to attract and serve clients while growing your own business. Invite your clients to attend with you!
Accountants: Earn 4 CPE credits sponsored by Farkouh Furman & Faccio
*Note: we are holding this program ‘in person’ in order to offer the best educational and networking experience. It is not available virtually.
Speakers
Louis W. Pierro, Esq.
Host and Founding Partner, Pierro, Connor & Strauss
Lee Slavutin
MD, CLU, AEP (Distinguished), Stern Slavutin-2 Inc.
Richard Oremus
CPA, Partner, Farkouh Furman & Faccio
Hunter Norton
J.D., CPA, Partner, Farkouh Furman & Faccio
Raymond Radigan
Senior Managing Director, Peapack Private Wealth Management
Nathan Schroeder
Senior Manager, Empire Valuation Consultants
Kunter Kula
Director of Fine Art, Doyle
Event Details
Sponsored By:
