Queens/Brooklyn Chapter: High Net Worth Planning for 2025+ Tech Session Webinar
To provide knowledge regarding strategies to reduce taxable estates
September 24, 2024
Live Webcast
NASBA 1
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Instructor
Michael
Strassmann
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Mr. Michael Strassmann
Bio
Michael Strassmann, CFP® is a Senior Wealth Advisor at Seasons of Advice Wealth Management, LLC. Born in 1989, Michael has over 10 years of professional experience dedicated to advising clients on investments, estate planning, retirement planning and other financial matters. Michael has a Bachelors of Science degree from Drexel University and is currently enrolled for a Masters in Advanced Financial Planning at Golden Gate University. Michael is also a CERTIFIED FINANCIAL PLANNER™. Prior to joining Seasons of Advice Wealth Management, he was an Advanced Planner at First Republic Bank, as well as a Wealth Strategist at Lenox Wealth Advisors.
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Instructor
Christopher
Conigliaro
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Mr. Christopher Conigliaro
Bio
Chris, a 1993 Hofstra University graduate, has been in the financial services industry for more than 27 years. After stints at Merrill Lynch and Oppenheimer, the Seaford, Long Island, native joined Ameriprise, where he met Charles. In addition to co-authoring Financially SECURE Forever: The Seasons of Advice Solution with Charles, Chris continues leadership roles in both the wealth advisory and consulting practices. He lives in Bedford, N.Y., with his wife Victoria and their three children. Son Lucca and daughters Alexis and Riley keep him close to home, but he relishes family time and volunteers with the local youth sports leagues. He currently serves as president of girls’ softball for the Armonk Baseball League.
To provide knowledge regarding strategies to reduce taxable estates;
Learning Objectives
Upon completion of this course, you'll be able to:
Understand the many different strategies to reduce taxable estates.
