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Upcoming and Recent Presentations
September 10, 2012: “Prudent Investing for the Fiduciary in the 21st Century”
Speaker on “Prudent Investing for the Fiduciary in the 21st Century” at the 43rd Annual Estate Planning Institute — Practising Law Institute (PLI)
July 19, 2012: “Donor Advised Funds”
Speaker on “Donor Advised Funds” for the Family Office Committee of the NYS Society of CPAs
May 15, 2012: “Women and Wealth Luncheon”
Women and Wealth Luncheon Event organizer and speaker (at the Colony Club, NYC) — Bessemer Trust