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Yale Club Insurance Study Group Zoom with Guest Speaker Michael Fontanini VP, Advanced Planning and Design, Lion Street

https://zoom.us/j/94562211771?pwd=aUFwUEJsNndwdTFPZ1lFcDBEUWpDZz09   Yale Club Insurance Study Group Zoom with Guest Speaker Michael Fontanini VP, Advanced Planning and Design, Lion Street Time: Dec 4, 2023 05:00 PM Eastern Time (US and Canada) Meeting ID: 945 6221 1771 Passcode: 170218 One tap mobile +13052241968,,94562211771#,,,,*170218# US +16469313860,,94562211771#,,,,*170218# US   Michael FontaniniVP, Advanced Planning and Design Michael Fontanini, MT,...

YCISG In-person Meeting at the Yale Club, NYC

Yale Club New York 50 Vanderbilt Ave, New York, United States

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...

YCISG Zoom Meeting

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...

YCISG Zoom Meeting

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....

YCISG In-person meeting at the Yale Club, June 3

Yale Club New York 50 Vanderbilt Ave, New York, United States

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...

YCISG Zoom Meeting

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 Topic: Our meeting via Zoom next Monday will focus on two topics: CONNELLY v. UNITED STATES: We will discuss the ramifications of the unanimous decision of the Supreme Court to uphold a...