Wealth Management Webinar Series

Part I: How to use Life Insurance to Mitigate Risks, Transfer Wealth and Maximize Tax Efficiency

Previously Recorded, Available On-Demand

Did you know September is Life Insurance Awareness Month? As it approaches, please join Onofrio Cirianni from EisnerAmper Wealth Management & Corporate Benefits to provide you with industry updates and discuss the various choices that can help protect your family and your business.
 
They will cover:
  • The personal side on how to protect you and your family
  • Insurance as an asset class
  • Long-term care solutions
  • Risk management as a funding mechanism for a buy/sell agreement
  • Use of protection as an estate planning tool

Speakers: 

  • Onofrio Cirianni | Consultant, EisnerAmper

Part II: Understanding Which Retirement Plan Option is Right for You or Your Company 

october 13, 2022 | 12:00 - 1:00 pm ET

This educational session, led by Michael Abate of EisnerAmper Wealth Management & Corporate Benefits, will focus on the many tax-advantaged iterations the retirement plan world has to offer – from IRAs to 401(k) Profit Sharing Plans, and to the more complex, but highly tax efficient, Cash Balance Pension Plan.

This webinar will help bring to the forefront what each accomplishes and where they may be appropriate as part of an individual's or company's comprehensive game plan.

Speaker:

  • Michael Abate, AIF, CRPS | Corporate Retirement Plan Specialist, EisnerAmper

PART III: As the Year-End Approaches - What Planning Should I be Thinking About?

november 17, 2022 | 12:00 - 1:00 pm ET

This session, led by Marc Scudillo and Larry Seigelstein of EisnerAmper Wealth Management & Corporate Benefits, will provide thought provoking commentary on subjects that should be addressed prior to the calendar year closing.

This includes tax-advantaged strategies for both corporations and individuals, as well as topics that may enhance your overall financial picture. They will also touch on investment concepts to help navigate through these volatile times.

This webinar will bring to light some subject matters that could present actionable items of an individual's or company's overall game plan.

Speakers: 

  • Marc Scudillo | Managing Officer, EisnerAmper
  • Larry Seigelstein | Managing Director, EisnerAmper

Speaker(s)

Onofrio-Cirianni-200.jpg Scudillo-Marc-200.jpg Seigelstein-Larry-200.jpg
Michael Abate
Corporate Retirement Plan Specialist
EisnerAmper
Onofrio Cirianni
Consultant
EisnerAmper
Marc Scudillo
Managing Officer
EisnerAmper
Larry Seigelstein
Managing Director
EisnerAmper

Date

Thursday, October 13, 2022 12:00 PM to 1:00 PM ET