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Society of Trust and Estate Practitioners (STEP) Presents “Ultimate Family Planning Forum and Discussion: Part I”
December 6, 2016 @ 8:00 am - 10:00 amFree - $10
To register, please contact STEP Long Island via e-mail.
Senior Client Advisor Mitchell S. Stein, TEP (Private Client Services) will be moderating and facilitating an upcoming roundtable presentation for the Society of Trust and Estate Practitioners (STEP) entitled “Ultimate Family Planning Forum and Discussion”. The three-part event will examine family and estate planning concerns, and various approaches professionals can make to help meet/exceed a client’s expectations. “Ultimate Family Planning Forum and Discussion” will use a meticulously-crafted case study and heavy attendee participation as its infrastructure.
Part I of this three part event will take place on Tuesday, December 6th from 8:00am-10:00am at the Wheatley Hills Golf Club in East Williston, NY. The event is open to both members and non-members of STEP ($10 for non-members, no cost for members). Breakfast will be provided to all that attend.
Part II and Part III of the “Ultimate Family Planning Forum and Discussion” will take place early-2017. Details are forthcoming.
About “Ultimate Family Planning Forum and Discussion (Part I)“
As 2016 comes to a close, STEP LI is looking forward to another year of unique events and informative discussions. To close out this year, the December 6th event will be the last breakfast event of 2016 and mark the beginning of a 3-part roundtable series.
Entitled “Ultimate Family Planning Forum and Discussion”, this event will require heavy involvement from the attendees and will be moderated/facilitated by STEP LI Co-Chair Mitchell S. Stein, TEP. 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.
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.