Programs

2016

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

• Firm Seminar, Long Island, NY November 2, 2016 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, New York, NY, November 10, 2016 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, Stamford, CT, November 29, 2015 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, White Plains, NY, November 30, 2016 [with Jay Fenster and Harris Markhoff]

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”

• Firm Seminar, White Plains, NY, December 1, 2015 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, New York, NY, November 18, 2015 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, Stamford, CT, November 11, 2015 [with Jay Fenster and Harris Markhoff]