Educational Opportunities
Advisor Series
Download 2017 Events FlyerAccountants: If you have a site monitor at your viewing location and you pre-register to attend, you can earn CPE credit in the category “Taxes” for attending these events.
"Year-end Planning Strategies for Retirement"
Wednesday, November 15, 2017 | 3:00 - 4:00 pm Eastern
Christopher Hoyt, JD
Flyer and Registration - Coming Soon!
Replays of Previous Educational Opportunities
Previous educational programs reflect tax, legal and regulatory information that was current as of the date of the presentation. Discussions are archived here for historical reference only and may not reflect current information.
"How New Tax Laws Affect Old Estate Plans"
Wednesday, July 19, 2017 | 3:00 - 4:00 pm Eastern
Samuel A. Donaldson, JD, LLM
2017 Feldman Forum: "Strategic Planning for Various Levels of Wealth" (4 hours)
Thursday, May 4, 2017 | 1:00 - 5:00 pm Eastern
Featuring Robert Keebler, Michael Broderick, Samuel A. Donaldson, Heather Davis and Greg Holmgren
"Estate Planning Strategies for Second (and Third) Marriages"
Wednesday, April 19, 2017 | 3:00 - 4:00 pm Eastern
Patricia Annino, JD
Expires 2/15/2019
"2017 Tax Reform - The Continued Importance of Life Insurance"
Wednesday, January 18, 2017 | 3:00 - 4:00 pm Eastern
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished)
Expires 12.31.2017
2016 Advisor Symposium: “Issues of Interest to Advisors Today”
Featuring Kathryn Miree, JD; James Duggan, JD, MBA; John Kim, CFA; Michael Piotrowicz, CLU®, ChFC® and Greg Holmgren, CLU®, ChFC®
Thursday, November 10, 2016 | 1:00 - 5:00 pm Eastern
Expires 11.10.2017
"The Applied Generation-Skipping Transfer Tax"
Wednesday, October 19, 2016 | 3:00 - 4:00 pm Eastern
Gary Post, JD
Expires 9.13.2018
Mathematics of Estate Planning
Wednesday, July 20, 2016 | 3:00 - 4:00 pm Eastern
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
Expires 6.30.2018
"13 Years After the Final Split Dollar Regulations"
Wednesday, January 20, 2016 | 3:00 – 4:00 pm Eastern
Featuring Attorney Donald O. Jansen, J.D., LLM
Expires 11.19.2017
Any remarks or presentations by third parties not affiliated with New York Life represent the opinions and views of only those individuals and do not necessarily reflect the opinions or views of New York Life or its affiliates. Gary Post, Robert Keebler, Christopher Hoyt, Donald O. Jansen, Patricia Annino, Craig Lemoine, Kathryn Miree, James Duggan, Steve Oshins, Sam Donaldson, and The American College are not associated with New York Life Insurance Company or its affiliates. New York Life Insurance Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors via its website. For more information regarding registration, refund, complaint and program cancellation, please contact New York Life Insurance Company’s home office representative at 972-720-6704.