WX Income Protection Planning Luncheon

March 27, 2018
12:00 pm - 2:00 pm

HUB International
5 Bryant Park, Floor 4

New York, NY 10018
Members Only Networking | Members Only
Speakers: Meryl Finkelstein, Brick and Patel | Jonah Gruda, Mazars USA LLP | Raquel Murphy, HUB International

Please join WX for a members-only lunch and learn event on income
protection planning, featuring Raquel Murphy, Long Term Care, Life and
Disability Insurance Specialist at HUB International, Meryl Finkelstein,
Partner at Brick & Patel LLP and Jonah Gruda, CPA, Partner at Mazars USA
LLP. Topics will include the effects of tax reform, tax planning strategies,
tips for estate planning and overall advice for long-term planning and
income protection.
*Please note, space is limited and on a first-come, first-serve basis. Lunch will be served.