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YCISG Zoom Meeting
May 6 @ 5:00 pm - 7:00 pm
Yale Club Insurance Study Group is inviting you to a scheduled Zoom meeting.
Join Zoom Meeting
https://zoom.us/j/98600999644?pwd=ck9rTnZzMUdWTGVMWC80bS9vZkYzQT09
Meeting ID: 986 0099 9644
Passcode: 133638
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Our planned speaker, Alan Gassman, unfortunately had to postpone his presentation on the EstateView software product. In his place, Richard Harris will begin the evening with a short presentation on Intergenerational Split Dollar. Then, Larry Rybka will present on premium finance lawsuits in New York State, updates on the publication of definitions and amendments by the Department of Labor for life insurance and qualified plans, and other topics. We expect to have materials circulated to the group in advance of the meeting.
2024 Dues Reminder & June 3 Dinner
Please plan to attend our June 3rd meeting at the Yale Club.
Our June speaker is Lauren Goodwin, CFA – Chief Market Strategist | Economist | New York Life Investments
If you have not yet paid your 2024 dues, please do so:
Check Payable to:
Norman Ross
54 Rainey Street #1212
Austin, Texas 78701
Venmo: Norman Ross@Norman-Ross-2
Zelle : [email protected]
Zoom and In-person Meetings in this series for 2024:
May 6, 2024 05:00 PM
Jun 3, 2024 05:00 PM In Person at Yale Club
Jul 15, 2024 05:00 PM
Aug 12, 2024 05:00 PM
Sep 9, 2024 05:00 PM In Person at Yale Club
Oct 7, 2024 05:00 PM
Nov 4, 2024 05:00 PM In Person at Yale Club
Dec 2, 2024 05:00 PM
Please download and import the following iCalendar (.ics) files to your calendar system.
Monthly: https://zoom.us/meeting/tJwrd-mhpzIsHtDga2agPS2mY-mSLUIpb7Qn/ics?icsToken=98tyKuCgqDsqE92cth2DRow-BIigc_PxmFhdgrd5mx63AidjUVH7D69PAZ5KOcjS