06/08/2022
Interested in the topic of "Women and Wealth"? You can hear me speak on a Webinar Panel this Thursday - invitation below (registration link at the end):
• Summer Accountant/Attorney Webinar # 2: “Women & Wealth Panel Discussion: Estate, Tax, Philanthropic, and Elder Care Planning Considerations” (1 CLE/1 CPE for Attorneys/CPAs in NY/NJ)
o Date: June 9th 2022
o Time: 8:30am-9:30am
o Host/Moderator: Jonathan I. Shenkman, AIF®, President, Shenkman Wealth Management
o Panelists:
Janis Cowhey, Esq.
Partner
Marcum, LLP
Elizabeth Forspan, Esq.
Managing Attorney
Forspan Klear LLP
Ellen Smith Israelson
Vice President of Philanthropic Services
Jewish Communal Fund
Marianna Moliver, Esq.
Founder
Moliver Law LLC
o Seminar Description:
The growth of women in the workforce has increased significantly over the past few decades. Women are more successful and financially independent than any time in history. The growth of this demographic presents an opportunity for practitioners to address a unique set of circumstances that may not be prevalent with their male clients.
Topics covered in this discussion include:
Considerations for single women when planning their estates.
The importance for women to revisit their estate plan following divorce or the death of a partner/spouse.
Considerations for married women when planning their estates.
Specific strategies that wealthy women can use to best protect their assets.
Unique challenges that elderly female client’s face that their male counterparts do not face.
The importance of long-term care insurance and long term care planning for women.
Charitable planning for Women
Timely topics related to tax planning that arise with financially affluent women
o Price: No Fee.
o Register for Webinar: Click here to register and reserve your space!
https://us02web.zoom.us/webinar/register/WN_yIaWHb8CTiGKElR5b-fNWw
