A Toast for Women Interested in PFP

Women CPAs with an interest in personal financial planning are invited to join the NYSSCPA’s Personal Financial Planning Committee and Smith Barney for an evening of cocktails and hors d’ oeuvres on May 14. The evening’s speakers will discuss expanding the services you offer to clients by incorporating personal financial planning into your career.

Date: Thursday, May 14 from 6 – 8 p.m.
Location: The Terrace Room, 388 Greenwich Street, NYC
Fee: no charge
Credit: none
Click here or call 1-800-537-3635 to register.

Event speakers:
Eve Ellis, CFP, CIMA, Financial Advisor, Smith Barney
Eve is one of fewer than 200 Chartered Advisors in Philanthropy in the nation, offering investment advisory services to nonprofit organizations and endowments, as well as to philanthropic families. A former professional tennis player, Eve is a Board Member of Maccabi USA/Sports for Israel.

Catherine Censullo, CPA/PFS, Founder, CMC Wealth Management
Her experience includes being cochair of FAE’s 2007 Personal Financial Planning and Eldercare Joint Conference and cochair of FAE’s 2004–2006 Eldercare Conference. Catherine has been published in The CPA Journal and also has spoken on the subject of eldercare on radio and television.

Pamela Diamond, CPA/PFS, Founder, Creative Wealth Builders, LLC
Pamela works extensively in the areas of eldercare services, tax planning and estate planning for the moderate-wealth taxpayer. She has been published in The CPA Journal and has written about long-term care and tax planning issues for other publications.

Robert B. Seaberg, PhD, Managing Director of Wealth Planning, Global Private Client Group, Smith Barney
With more than 20 years in the financial services industry, Bob has achieved a stellar reputation for delivering thought-provoking and lively presentations to clients and prospects, as well as high- caliber professional development programs to industry professionals.

Gary A. Blumenfeld, CPA, 2nd Vice President, WealthManagement, Smith Barney
Gary holds a BBA in Accounting from Bernard M. Baruch College in New York City. In his first two years at Smith Barney, he had made significant achievements and was promoted to 2nd Vice President.