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Bud Rosner Memorial Estate, Tax and Financial Planning Conference
October 21, 2015 @ 8:00 am - 6:00 pm$260 - $340
Senior Private Client Services Advisor Mitchell S. Stein and Risk Management Services Partner Michael Aronson will be conducting a presentation together at this year’s Bud Rosner Memorial Estate, Tax & Financial Planning Conference. Their presentation, entitled “What is VUCA? And Why Should Estate Planning Professionals Care?”, will focus on the Volatilities, Uncertainties, Complexities and Ambiguities of life insurance products & markets and how estate planning professionals can rise above these challenges.
The Bud Rosner Memorial Estate, Tax & Financial Planning Conference is organized by the UJA Federation of New York and is open to attorneys, accountants and professionals in the estate, tax & financial planning industries. The conference begins at 8:00 AM on Wednesday, October 21st and will conclude with Hors d’ouevres and cocktails. Mitchell and Michael’s presentation is scheduled for 2:10 PM – 3:10 PM. The conference and presentation is eligible for CLE/CPE/CE credits.
Registration and conference information can be found at the UJA Federation of New York website.
Mitchell S. Stein, TEP (Trusts & Estates Practitioner) is a Senior Advisor in Private Client Services. As a wealth transfer and life insurance advisor, Mitchell helps sophisticated clientele plan, reach and exceed their financial objectives. He uses his 24 years of experience to craft customized, comprehensive plans that ensure and protect client assets. As part of this process, he reviews and dissects client documents with an unparalleled eye that uncovers risk, identifies anomalies and analyzes opportunities to safeguard and improve existing plans.
Michael Aronson, CIC (Commercial Insurance Counselor) is a Partner in Risk Management Services. He assists clients in identifying and quantifying their exposure to loss. Michael also provides advice for practical loss control to eliminate or minimize risk of loss, as well as options to transfer risk through insurance coverage. His expertise in risk design assures that a client’s risk and budget objectives are met. During the policy term, Michael and his team continue to advocate their positions with the insurers which helps ease all administrative, legal, and contractual compliance issues related to our clients’ insurance programs.