Programs

2017

Andrew E. Roth, “Innovative Strategies to Increase Assets Under Management”

2016

Andrew E. Roth, “Increasing Assets Under Management with Qualified Retirement Plans”

2015

Welcome Cocktail Reception, Long Island, NY, June 17, 2014

Jay Fenster, "ESOPS- A Tax-Advantaged Succession Strategy,"

  • Firm Seminar, Long Island, NY, October 20, 2015
  • Firm Seminar, White Plains, NY, June 24, 2015 [with Andrew E. Roth]
  • Firm Seminar, Yale Club, New York, NY, June 15, 2015

Andrew E. Roth, “Increasing Assets Under Management with Qualified Retirement Plans”