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SOCIETY OF TRUST AND ESTATE PRACTITIONERS (STEP) PANEL DISCUSSION

March 17, 2015 @ 8:30 am - 10:00 am

Mitchell S. Stein, TEP and Michael Aronson, CIC will be participating in a discussion hosted by the Long Island chapter of Society of Trust and Estate Practitioners (STEP). The event entitled “Welcome To A VUCA World” will feature a panel of experts from a diversity of backgrounds.

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About “Welcome To A VUCA World”:

Today’s estate planning professionals are continually confronted with challenges operating in a VUCA world. Whether you’re an attorney, accountant, or financial professional; as an advisor to high net worth clients – you’ve experienced client’s inability to make a decision and proceed with their estate planning issues. So how has the Volatility of markets, Uncertainty of the future, and the Complexity of changing laws left your clients in a vulnerable and Ambiguous state?

VUCA is an acronym for volatility, uncertainty, complexity and ambiguity, it captures the most salient challenges faced by individuals and entities trying to discern direction and make decisions in these challenging times. This month, STEP will be hosting a unique panel discussion on doing business in light of VUCA. Mitchell S. Stein, TEP will moderate a diverse panel including Chernoff Diamond’s Michael Aronson, CIC and representatives from Farrell Fritz, P.C.; L’Abbate, Balkan, Colavita, Contini, LLP and New York Private Trust Company.

In our session we will:

  • Identify some of the VUCA challenges in effective estate planning
  • Engage in a proactive dialogue on how to overcome VUCA Estate Planning issues
  • Help you chart a course for success with your clients to re-focus the issues.

A complimentary breakfast will be served.

RSVP by either calling (516) 747-0300 ext.125 or sending an e-mail to STEPlongisland@mlg.com.

 

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Mitchell S. Stein, TEP (Trusts & Estates Practitioner) is a Senior Client 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.

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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.

 

 

 

Details

Date:
March 17, 2015
Time:
8:30 am - 10:00 am

Venue

Farrell Fritz
400 RXR Plaza
Uniondale, NY 11556 United States
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Phone:
(516) 227-0700
Website:
http://www.farrellfritz.com/