Ronni Davidowitz, head of the New York Trusts and Estates practice, and partner Jasmine Campirides Hanif will present “Taking a Fresh Look at Your Estate and Investment Plans in the New Year” at 5:15 p.m. on Monday, January 12. The panel will address topics such as portfolio, legal and document reviews, as well as risk assessment, asset allocation and the current investment environment. The panel also will discuss changes in the tax code and life events that may affect your estate planning goals and investment strategies.
To register, click here.