2024 Meeting Schedule


In addition to our monthly member meeting, focused on chapter updates and education, AADMM GNY has organized a second meeting for our members. This second meeting is set up as an open discussion for our members to share information and best practices. 

 

If you are not a member and would like to join us, please reach out to AADMMGNY@gmail.com.

 

AADMM GNY Chapter meets monthly online (ZOOM) at 7:00 PM

MEMBERSHIP MEETING
Location
Tuesday January 16th
Topic: Client Inventories
Speaker: Carol Kaufman
Zoom
Monday February 12th
Topic: Tax Prep
Speaker: TBD
Zoom

Monday March 11th
Topic: Digital Marketing
Speaker: Mike Visconti

 Zoom

Monday April 8th
Topic: Helping Clients Prepare and Administer Estates

Zoom
Monday May 6th
Topic: Planning for People with Disabilities
Speaker: David Cutner
Zoom

Monday June 10th
Topic:
Speaker:

In Person – More details to come
Thursday July 11th
Topic:
Speaker: 
Zoom
August
No Meeting
No Meeting

Thursday September 5th
Topic: Facility Tour & Networking
Location: Coterie Senior Living

In Person
Thursday October 3rd
Topic: Tax Planning
Speaker: TBD
Zoom
Thursday November 7th
Topic: Estate Planning for Non-Traditional Families
Speaker: Steven Katz
Zoom
Thursday December 5th
Topic: Holiday Party
Location: TBD
More details to come.

Please RSVP to AADMMGNY@gmail.com or Chapter President, Robert Mayetta: rpm@smartdailyadministrators.com or (914) 644-8950