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Society of Trust and Estate Practitioners (STEP) Presents “Ultimate Family Planning Forum and Discussion: Part III”
June 7 @ 8:00 am - 10:00 amFree - $10
To register, please contact STEP Long Island via e-mail.
Private Client Services’ Senior Client Advisor Mitchell S. Stein, TEP, will be hosting the conclusion of the Society of Trust and Estate Practitioners’ (STEP) latest educational presentation entitled “Ultimate Family Planning Forum and Discussion.” Mitchell facilitated and moderated the previous two parts and will conclude the three-part series by exploring various family-planning strategies and addressing common concerns.
“Ultimate Family Planning Forum and Discussion: Part III” will be held at the Wheatley Hills Golf Club in East Williston, NY on Wednesday, June 7th from 8:00 am-10:00 am. The event is open to members and non-members of STEP ($10 for non-members, complimentary for STEP members). Breakfast will be provided to all attendees.
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.