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Oct 7, 2009
| Roth IRA Conversion Strategies - 2010 and Beyond |
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Stonington Meadows at noon |
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Mitchell Drossman, Esq.
Managing Director and National Director of Wealth Planning Strategies
US Trust, Bank of America Private Wealth Management
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Dec 9, 2009
| New Trust and Estate Tax Law Changes |
|
The Thames Club New London, CT. at noon |
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John Ivimey, Esq
Reid and Reige, P.C. |
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Mar10, 2010
| Lessons From Bernie Madoff, Understanding The Psychology of Scams and Helping Your Clients Avoid Them |
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Seaman's Inne, Mystic, CT at noon |
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Professor Stephen Greenspan |
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May 2010
| Annual Economic Update |
|
S&P Oyster House, Mystic, CT at noon |
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An overview of the financial markets and the economy
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Prior Meetings :
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Contact mail@etpcec.org if you have updated information on current or future calendar events. |
