Hosted by Gregory Matalon & Robert Barnett

Featuring a Prelude by Neil Himmelstein & A Discussion with Phil Kanyuk

We are thrilled to present another fantastic opportunity to connect and learn!

Please join us on Wednesday, May 31st at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level. This meeting is especially designed for financial professionals, attorneys, and CPAs.

We will have the pleasure of having four distinguished speakers discussing three crucial topics:

• Does Your Business Have a Will? Bringing up the Conversation and Prospecting Your Business Clients – A Prelude by Neil Himmelstein

• Is Your Buy-Sell Causing Your Estate Plan to Be Taxable? – Our esteemed attorneys, Gregory Matalon and Robert Barnett, will delve into recent court decisions concerning taxation and alternative planning

• The Need for Business Evaluations – A concise yet informative discussion presented by Phil Kanyuk

We hope you can make it! Please let us know by clicking here to confirm your attendance. We look forward to seeing you!