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UPCOMING EVENTS: 


Wednesday, November 15, 2017 - Concurrent Breakfast Seminars

Bernstein Private Wealth Management, 1345 Avenue of the Americas, New York, NY 10105

Concurrent Morning Seminars; 9:00 am - 11:00 am

Nuts and Bolts Session
Using Interpersonal Styles To Build Relationships - Dena Farber Schoenfeld, TBF Consulting
This session is eligible for CFRE credit.

Advanced Session
Somewhere Over the Rainbow, Lead Trusts Can Come True - Jonathan H. Gudema, Esq, Planned Giving Advisors
This session is eligible for CPE, CLE, and CFRE credit.

Check out the event page for more information.



Wednesday, December 13, 2017 - Annual Morning Gift Planning Seminars and Luncheon with Gift Planning Quiz
Bernstein Private Wealth Management, 1345 Avenue of the Americas, New York, NY 10105

Join us for our annual day of education with Jonathan Tidd, Esq.

Two-part Seminar; 10:00 am - 12:00 pm

Part I: "Cases & Problems in Gift Planning"
This session is eligible for CPE, CLE, and CFRE credit.

Part II: "Ethical Questions in Charitable Gift Planning"
This session is eligible for CPE, CLE, and CFRE credit.

Luncheon and Presentation; 12:30 pm

"Annual Gift Planning Quiz"
This session is eligible for CPE, CLE, and CFRE credit.

Speaker: Jonathan Tidd, Esq.




Wednesday, January 17, 2018 - Concurrent Morning Seminars and Luncheon Seminar
Bernstein Private Wealth Management, 1345 Avenue of the Americas, New York, NY 10105



Wednesday, February 21, 2018 - Concurrent Breakfast Seminars
3 West Club, 3 West 51st Street, New York, NY 10019



Wednesday, March 21, 2018 - Concurrent Morning Seminars and Luncheon Seminar
3 West Club, 3 West 51st Street, New York, NY 10019



Monday, May 7, 2018 - Annual Planned Giving Day 2018 #NYCPGDay2018
Convene, 117 West 46th Street, New York, NY 10036

 
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