One of the ways we stay in touch with professional advisors is through our CLE/CPE/CFP accredited forums at the Greentree Foundation in Manhasset, NY. This morning, we were honored to have Jonathan Blattmachr provide us with a look ahead for the estate planning community post election. In addition, the attendees heard from Adrienne Esposito, executive director of Citizens Campaign for the Environment as our Nonprofit Connection and the dedicated work they do to engage in extensive education, research, lobbying and public outreach for vital environmental campaigns. A truly revealing and educational Fall morning!
As always, we are grateful to the Greentree Foundation for their support and hospitality!
For more information about our Professional Advisor Forums and how we can help you help your clients, contact Marie Smith msmith@thenytrust.org or (631) 991-8800, ext. 223.