Past Events

Thursday, January 19, 2023
Plattekill Mountain, NY

Lift tickets, breakfast and lunch provided.
Lifts open from 8:45am to 4:15pm
Click here for directions.

Additional Services:
Guests can rent ski or snowboard equipment, as well as book private, semi-private and children lessons at an additional cost.
See details here.
(a 20% discount off listed prices applies for our event –do not book online, let us know directly)

Feel free to invite relatives, friends and colleagues.

PLEASE notify us if you or anyone in your party will need to book a lesson or rent equipment, so we can coordinate with the resort and make sure they are properly staffed.

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Powers of Appointment - The Swiss Army Knife of Estate Planning

Tuesday January 24, 2023
1:00-2:00 PM EST

Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Among the most useful tools at an estate planner's disposal is a power of appointment. There's an almost infinite variety of powers of appointment and they can be used to accomplish numerous important tax and non-tax estate planning objectives. In addition, powers of appointment may have significant and sometimes surprising tax consequences. In this presentation, we'll examine numerous aspects of powers of appointment, including:

• Types of powers of appointment
• How to design, draft and exercise powers of appointment
• Tax characteristics of powers of appointment
• Goals that may be achieved using powers of appointment

To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM

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Tuesday, November 8, 2022
6:00 PM Eastern Time (US & Canada)

You are invited to join our private event with select clients, partners, and advisors to hear more about this opportunity to expand your existing business lines and develop additional recurring revenue sources through access to a top-tier financial firm.

Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor | New York, NY 10017
or Via Webex

Exclusive Day of Skiing

Thursday, January 20, 2022 | 8:45AM to 4:15PM: 
Plattekill Mountain, NY 

Hosted by Petar Arizanov, Executive Director - Investments and
Daniel Stahlie, Senior Director - Investments

Lift tickets, breakfast, and lunch provided

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Date: Thursday, October 22, 2020 | 5:00PM ET

A Virtual Meeting with John Stoltzfus, Chief Investment Strategist, Oppenheimer Asset Management Inc. to discuss four possible election scenarios and their likely impact on equity markets.

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Wednesday, June 3, 2020 | 5:00 PM Eastern Time (US and Canada)

Please register in advance for this webinar:
https://zoom.us/webinar/register/WN_O711wkiFQz6SGRnf1eC3zg

For those who prefer telephone audio vs. the computer, you will get an email with your unique link, password and dial-in information to the Zoom meeting.

Thu, May 28, 2020 | 1:00 PM - 3:30 PM EDT
Third Annual TetherView Cyber Security Summit

Teleconference Series

March 24, 2020
Powers of Attorney: Not a Walk in the Park
May 26, 2020
The Relationship Among Trust Beneficiaries and Trustees, the IRS and the Courts

June 23, 2020
Ethics-Based Obligations in Specific Client Engagements

July 21, 2020
Maximizing Flexibility With Powers of Appointment

August 25, 2020
Picking Up the Pieces: Post-Divorce Planning
September 22, 2020
Moving the Needle With Your Clients’ Retirement Asset Planning

October 20, 2020
Contemporary Challenges in Trust Administration

November 17, 2020
Essential Asset Protection Planning

December 15, 2020
Conflicts of Interest Issues Facing Estate Planning Professionals

Covid-19: Collateral Impact & Opportunity
Thursday, June 25, 2020 | 11:00AM ET

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Teleconference Series

Tuesday April 28, 2020 | 11:30am - 12:30pm EDT
The Current State of Affairs and Thoughts on Re-Entry

Tuesday, April 7, 2020
Innovation and Disruption in an Era of Tesla and Alternative Energy
Presentation by Noah Kaye, Managing Director and Colin Rusch, Equity Research Analyst
6:00 PM: Cocktails and hors d'oeuvres
6:45-7:30PM: Presentation with Q&A

Exclusive Day of Skiing

Plattekill Mountain, NY 

Hosted by Petar Arizanov, Executive Director - Investments and
Daniel Stahlie, Senior Director - Investments

Thursday, March 5, 2020
8:45AM to 4:15PM: Lift open
Lift tickets, breakfast, and lunch provided

Thursday, March 11, 2021 | 5:30 pm ET

Leonardo Vittini - Sales Director - First Eagle Investment Management, LLC

Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy. First Eagle’s seminar can help guide you through the essentials of Medicare, including:

• An introduction to the program, its coverage and its costs
• The enrollment process, and where and how to start
• Coordinating Medicare benefits with other forms of insurance
• The resources available to help individual

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Thursday February 25 | 5:30 pm ET

Justin Campeau - Kayne Anderson - Portfolio Manager

Jos Shaver - Electron - Portfolio Manager

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Thursday January 21 | 5:30 pm

A conversation with John Stoltzfus on
Covid, Congress and the Capital Markets

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