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Trust, Tax & Estate Planning Forum:
PREPARING FOR THE NEXT GENERATION
A Private Wealth Series Event
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| March 2, 2012 |
| Crowne Plaza Times Square, New York, NY |
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| As part of the Private Wealth Series, Opal's Trust, Tax, and Estate Planning Forum is designed to cover timely and relevant topics affecting trust, tax, and estate planning professionals. This forum will address issues relevant to family offices and those who support their day to day operations. The forum will bring together representatives of family offices, non-discretionary consultants, attorneys, accountants, life insurance firms, trust companies, investment banks, estate and tax planners, actuarial firms, life settlement companies, hedge funds, private equity firms, real estate firms, and financial planners. |
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Conference Registration Prices: |
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Earlybird Rate
(Expires on 1/31/12)
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Standard Rate |
| Attendees |
$1,495 |
$1,795 |
| ***Endowments, Foundations, Non-Discretionary Consultants, and qualified Single and Multi-Family Offices |
Complimentary |
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| Registration price reflects $100 online discount |
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| .*** Subject to Opal Financial Group's approval. Eligibility will be verified. |
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Sponsorship, Exhibition & Speaking Opportunities
Call: 212-532-9898 x 0
Email: info@opalgroup.net |
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Crowne Plaza Times Square
1605 Broadway
New York, NY 10019
Between W. 48th & 49th Street
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| We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins. |
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- Rooms are available only to those participants who are registered conference attendees.
- Rooms will not be guaranteed w
ithout a credit card.
- Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
- The name on the form will be the name of the guest room.
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Untitled Document
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