Venue
Franklin D. Roosevelt Presidential Library and Museum
Franklin D. Roosevelt Presidential Library and Museum, 4079 Albany Post Rd, Hyde Park, NY 12538, United States

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Event Date Sat Oct 26 EDT (about 5 years ago)
Location Franklin D. Roosevelt Presidential Library and Museum
4079 Albany Post Rd, Hyde Park, NY 12538, United States
Region Americas
Details

The Hudson Valley Estate Planning Council is proud to announce our Estate Planning Day is on Saturday, October 26, 2019 at The Henry A. Wallace Center at the FDR Presidential Library and Home in Hyde Park, New York. Experienced estate planning professionals will present important topics including medicare and medicaid, the use of wills and trusts, planning for the costs of long-term healthcare, charitable giving, snowbird planning, and social security.

Estate Planning Day attendees will receive:

A bound program guide
Convenient free parking
Continental breakfast, lunch, and refreshments
The ability to interact directly with experienced estate planning professionals
A free self-guided tour of the FDR Presidential Library and Museum

Speakers

2019 Speaker

Anthony G. Di Maria, Esq.
Dolgetta Law, PLLC

Michael Pine, President
Pine Innovative Planning

Rick Stewart, CLTC®
Director, LTC Solution Center, Crump Life Insurance Services

Adam M. Grenker, Esq.
Fox Rothschild LLP

Louis W. Pierro, Esq.
Pierro, Connor & Strauss, LLC

Panelists:

Sally Cross,
CFRE, Vice President, Philanthropy, Community Foundations of the Hudson Valley

Elizabeth Rowley
CFRE, President and CEO, Community Foundation of Orange and Sullivan

Maureen Brennan Lashlee
Executive Director, Habitat for Humanity of Dutchess County