Changes in the Tax Law - Breakfast Seminar

The Hudson Valley Estate Planning Council, with co-sponsors Community Foundations of the Hudson Valley and the Community Foundation of Orange and Sullivan are pleased to present a special educational breakfast seminar on May 10, 2018, at The Powelton Club. Our guest speaker is Edward J. Mooney, a Senior Family Wealth Strategist with BNY Mellon. He will speak on the recent changes to the tax law.  

Edward J. Mooney, Managing Director, BNY Mellon Wealth Management. Ed Mooney is a senior family wealth strategist for BNY Mellon Wealth Management. He has advised clients on all aspects of family wealth and business succession strategies, concentrated equity solutions, retirement and cash flow planning, income tax control, estate & gift tax reduction techniques and investment asset allocation. 

Ed is an attorney with experience in Tax, Estates, Pensions and Securities. He joined the company in 1987 and has more than 30 years’ experience in financial services, banking and investments.

Members:  FREE 

Guests:  $25.00 

Registration is at 7:30am.  Breakfast and presentation is at 8am.  Register online here

The Powelton Club has a rich history and out of respect for the members and the clubhouse they enforce a proper dress code, which does not permit jeans, tank tops, or men's shirts without collars.  The full dress code can be found at www.powelton.com.  


Location

Powelton Club
29 Balmville Road
Newburgh, NY 12550
$

Please direct my gift to