Date: Thursday, July 9, 2015 CHAPTER
Topic: Elder Care and Medicaid Update & How to Analyze Insurance Portfolios for You and Your Client
Also we are arranging for a limited amount of golf foursomes (costs and time to be determined) for July 9th. The timing will coincide to be completed in time for the board meeting. If you are interested please contact the office administrator Etta Gelbien at egelbien@ns-nccpap.org.
Speaker: Stuart Schoenfeld of Capell Barnett Matalon & Schoenfeld LLP and Cleo Beletsis of NY Life
This meeting will focus on the constantly changing rules regarding caring for our aging parents and latest planning for maximizing benefits.
In addition, Cleo will guide us on the use of Insurance policies, and to help us determine elements within existing insurance policies.
Credits: 2 CPE/Tax
Location: The Woodlands @ Woodbury
1 South Woods Road
Woodbury, NY 11797
In the Town of Oyster Bay Golf Course
Time: Registration: 5:30 PM; Program: 6:30 – 8:30 PM
Cost: Members: On or before Friday July 3 - $55.00; After Friday July 3 - $70.00
Non-Members: On or before Friday July 3 - $70.00; After Friday July 3 - $80.00
We are an accomplished group of CPA professionals who recognize our work is never finished.
Website: go.nccpap.org