Society of Trust and Estate Practitioners (STEP) Presents “Ultimate Family Planning Forum and Discussion: Part II”
March 1 @ 8:00 am - 10:00 amFree - $10
To register, please contact STEP Long Island via e-mail.
Private Client Services’s Senior Client Advisor Mitchell S. Stein, TEP will be hosting Part II of the Society of Trust and Estate Practitioners (STEP) latest educational presentation entitled “Ultimate Family Planning Forum and Discussion”. Mitchell will continue to facilitate and moderate the three-part discussion as he had done during Part I of “Ultimate Family Planning Forum and Discussion” back in December 2016. Part II continues to focus on the topics previously mentioned and continue to address new questions and concerns regarding financial family planning.
“Ultimate Family Planning Forum and Discussion: Part II” will be held at the Wheatley Hills Golf Club in East Williston, NY on Wednesday March 1st from 8:00am-10:00am. Breakfast will be provided to all that attend. The event is open to members of STEP. Non-members of STEP are invited to attend but are required to pay a $10 fee to attend.
Details for Part III of this discussion will be announced shortly.
About “Ultimate Family Planning Forum and Discussion“
Using a thoroughly detailed hypothetical case study, the discussion will navigate through potential, legitimate family and estate planning concerns and various strategies to help meet/exceed a client’s expectations. The purpose of this event is to give all attendees an eye-opening experience into approaching family and estate planning. This event will require heavy involvement from the attendees and will be moderated/facilitated by STEP LI Co-Chair Mitchell S. Stein, TEP.
Mitchell S. Stein, TEP (Trust & 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.