Please join us for an in-person meeting of the Yale Club Insurance Study Group at the Yale Club. Special guest speaker: Julius A. Rousseau, III, PARTNER, ArentFox Schiff Topic: STOLI and other trends in life insurance litigation Jule advises clients in all areas of the business, including policy and treaty wording, regulatory compliance and strategy. Jule’s...
Yale Club Insurance Study Group is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://zoom.us/j/98600999644?pwd=ck9rTnZzMUdWTGVMWC80bS9vZkYzQT09 The guest speaker for our April 1st Zoom meeting is Jerry Hesch Esq. Jerry will discuss Grantor Retained Trusts, his new “tool for demonstrating its impact on the estate,” and mechanisms for future Estate Planning flexibility. https://meltzerlippe.com/attorneys/jerome-m-hesch/ Reminder: 2024...
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 . 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....
Please join us for an in-person meeting of the Yale Club Insurance Study Group at the Yale Club. The speaker for the evening will be Lauren Goodwin, CFA. Lauren is the Chief Market Strategist and Economist for New York Life Investments. Her professional focus on the fundamentals underpinning investment decision making should provide fascinating insight...
The upcoming YCISG meeting will be held both in person at The Yale Club or via Zoom on Monday, December 2nd at 5:00 p.m. ET. If you are planning to come, please RSVP below or email Norman Ross directly. _______________________ The number one item on our list of topics will be the Tax Cut and...
The YCISG will hold its monthly meeting both in-person at the Yale Club and on Zoom today at 5:00 pm. You can RSVP for either in-person or Zoom only attendance (you must be logged into the website for the RSVP feature to work) or contact Norman Ross in advance of the meeting so he can...
