Programs

2018

Andrew E. Roth, “IInnovative 2018 Tax Planning Strategies Utilizing Qualified Retirement Plans”

• Firm Seminar, Melville, NY. July 25, 2018 [with Alex Nahoum]

2017

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

• Firm Seminar, Long Island, NY, November 29, 2017 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, New York, NY, December 6, 2017[with Jay Fenster and Harris Markhoff]
• Firm Seminar, Stamford, CT, November 15, 2017[with Jay Fenster and Harris Markhoff]
• Firm Seminar, White Plains, NY, November 14, 2017 [with Jay Fenster and Harris Markhoff]