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2025 9.17 Financial Symposium
Wednesday, September 17, 2025, 11:30 AM - 4:00 PM EDT
Category: Events

Topics and Presenters

Is There Really Such a Thing as an Innocent Spouse
Understanding Innocent Spouse Relief
Barbara Bel, CPA
PKF O’Connor Davies
Understanding the Ins & Outs of Real Estate – A Unique Asset Class:
A Discussion about Why Its Often “Valued” and Looked at Differently Between Spouses.
Steven Kaplan, CPA/ABV
Andrew Samalin, CFP, EA, CDFA
Introduction to Alternative Assets
Michael B. Kislin, Financial Advisor, CFP, CIMA, CEPA, CFA
Morgan Stanley | Wealth Management

 

One Grand Central Place
60 East 42nd Street
New York, New York 10165
Lunch will be served
Registration