Wealth Management and Long-Term Planning

Date

February 26, 2014 - 7:00pm to 9:30pm

The BALLSA Alumni Group
and
Recent Graduates Group

invite you to

Wealth Management and Long-Term Planning
A cross-disciplinary approach to financial literacy tailored 
to the unique needs of young professionals

with

NIRAJ CHHABRA, CFP
Financial Advisor
Ameriprise Financial

LEAH del PERCIO
Estate, Tax and Corporate Law
Fein, Such, Kahn & Shepard, P.C. 

CARLEEN J. GASKIN, CPA/CFF
Senior Manager
WithumSmith + Brown, PC
 

Moderated by
IRINA YAKHNIS ’12 
Associate
Smith Mazure Director Wilkins Young & Yagerman, P.C.

Wednesday, February 26, 2014 
7 p.m.: Registration
7:30 p.m.: Program

This program will focus on Wealth Management and Long-Term Financial Planning as it applies to attorneys with a special focus on the unique needs of young professionals. The program will employ a cross-disciplinary approach to wealth management advising. The panel, consisting of a financial planner, an estate attorney, and an accountant, will discuss which important financial decisions should be made today to ensure financial health and stability in the future.

Earn 2 CLE credits in Areas of Skills.

 

Register

$45 for Cardozo alumni until February 19; thereafter and at the door $55

$55 for all others until February 19; thereafter and at the door $65

Free for Cardozo students but registration is required

Email CardozoAlumni Events@yu.edu or call 212.790.0293

Benjamin N. Cardozo School of Law
55 Fifth Avenue
Moot Court Room

 

Benjamin N. Cardozo Financial Hardship Policy for Continuing Legal Education Programs
Full and partial tuition scholarships are available for all CLE programs sponsored or cosponsored by the Benjamin N. Cardozo School of Law. Requests for scholarships are considered on a case-by-case basis, and availability is subject to space limitation.

Location

Cardozo School of Law Room 1008

Event type

Panel Discussion