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Planning for the business owner: Helping clients preserve, protect, and exit

Planning for the business owner:

Helping clients preserve, protect,and exit their businesses.

Please join me on Thursday, May 30, from 1:00 – 5:00 pm Eastern, for the 2013 Feldman Forum, “Planning for the business owner: Helping clients preserve, protect, and exit their businesses.”

This one-of-a-kind educational and networking opportunity, sponsored by New York Life Insurance Company and The American College,* presents an overview for professional advisors of the issues their high net worth business owner clients may face.  See the enclosed here for a detailed program agenda.

Accountants can earn 4.0 hours of CPE credit, and attorneys may be eligible to earn CLE. Please contact me for more information about CLE credit approval in the state of New York. Where available, you are eligible to receive CLE credit in any state in which you are licensed, regardless of viewing location.

The Forum will be broadcast via live video webcast from New York Life’s corporate headquarters on Thursday, May 30, to our location at 420 Lexington Avenue (Graybar Building), 15th Floor, New York, NY 10170.  Please register online now at www.goldreg.com/2013FF by selecting the state of New York and the zip code 10170.

Should you have any questions, please contact my office at[masked]-8462.

Kindest regards,


Andrew Berman

Attachment:  [Feldman Forum Flyer [masked]) or invitation (498662)]* The American College is not owned or operated by New York Life Insurance Company or its affiliates. SMRU #503257(exp. 5/30/2013)

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  • Andrew
    Andrew: Financial services for elite legal & accounting pros., Organizer,
    Event Host
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