Events

Date: Wednesday, September 14th 2:00 – 3:00 PM EST Speaker: Edgar Espinoza Price: Free for NAEA Members | $50 for nonmembers CE: N/A Out of the different types of client relationships, there are two in particular that are completely opposite and it’s crucial for firms to understand the impact that each of these has on the future of their business. In this webinar, you’ll learn the meaning of Online and Read More >

Date: Wednesday, September 14th 4:00 – 5:00 PM EST Speaker: Tom Kirkham Price: $20 CE: 1 In this webinar, you will learn the 5 critical steps needed to protect your firm and client data from malicious cyber attacks. These crucial steps will dramatically increase your overall security stance and will lessen the chances of you becoming a victim to cybercriminals. Cyber attacks are on the rise and every business is Read More >

Date: Wednesday, September 14th 6:30 – 8:30 PM EST Speaker: Martin S. Finn, JD, LL.M., CPA/PFS Price: $25 for NYSSEA/NAEA Members | $55 for non-members CE: 2 This webinar will provide an in-depth discussion of the role of charitable planning in a client’s overall tax, estate and financial planning, as well as specific review of the charitable strategies to consider in implementation.