RSVP cutoff is 5PM Wednesday January 29th, 2025

Space permitting, late registrations may be accommodated through 5pm Monday February 3rd, 2025.  Note we make no warranty that late registration will be available for any event. Late registrations shall require both a Late Fee of $25 AND a refundable registration deposit of $25.  Registration deposits are refunded within three business days as long as the registrant attends the meeting.

If your plans change and you can no longer attend, please email [email protected]. Cancellations must be made by 5PM 7 calendar days prior to the date of the event.  Cancellations made after this point (and no shows) will not be issued back the $25 deposit. 

Reservations are on a first come, first served basis. 

Member fee is $60.
Non-Members are welcome; Non-Member Fee is $70.

A limited number of seats for Pace Law School students available for $50.

This event is open to EPCWC Members and Non-Members.
 
11:45 AM - Registration
12:00 PM - Opening Remarks
12:15 PM - Presentation
1:15 PM - Q & A
1:30 PM - Networking

Free parking - open lot

Financial Game Plan: Empowering Individuals, Families and Business Owners

This program is designed to help individuals, families and closely-held business owners build a detailed, advanced financial strategy. Attendees will dive into complex financial topics, explore advanced techniques, and develop actionable strategies to address unique financial goals and challenges.

Learning objectives:

1) Explore advanced financial planning techniques for high-net-worth individuals and closely-held business owners.
2) Develop strategies to balance personal and professional financial goals.
3) Address tax optimization, risk management, and estate planning complexities.
4) Leverage advanced tools for financial monitoring and decision-making.

Learning Outcomes:

By the end of the program, participants will:

1) Analyze and optimize complex financial situations using advanced strategies.
2) Design a sophisticated game plan that integrates tax planning, risk management and wealth transfer strategies.
3) Incorporate tools and resources to monitor and adjust their plan as personal and professional circumstances evolve.
4) Resolve challenges unique to high net-worth individuals and business owners, such as succession planning and investment diversification.
5) Take away actionable insights and resources to implement advanced financial strategies.

About the Speakers:

Chris Hufferdine

I spent over 17 years working on a trading desk, where the work was highly transactional. However, in my current role at Strategies for Wealth, I have the opportunity to make a meaningful impact in clients’ lives. I chose Strategies for Wealth because of their "protection first" philosophy, which I firmly believe can help secure a client’s financial future across the short, medium, and long term.

My wife, Rebecca, and I live in Mount Kisco with our two children, Alex (15) and Elodie (14). I am proud to serve as President of the Chappaqua Rotary Club, where I work to connect people and address community challenges, provide humanitarian aid, and promote goodwill and peace.

Volunteering is also a significant part of my life. I mentor at the JCCA Pleasantville Cottage School, supporting emotionally troubled boys and girls aged 7 to 16 who face educational, behavioral, and emotional challenges. Additionally, I deliver food for the Mount Kisco Interfaith Food Pantry, helping to feed those in need within our community.

In my free time, I enjoy staying active by playing soccer, softball, tennis, paddle tennis, and even golf—though my success varies across these sports! I also cherish watching my kids play soccer and basketball whenever I can.

Jonathan Adler

With a decade of experience as a young entrepreneur building a successful medical service business and over 15 years of expertise in crafting financial strategies for individuals and business owners, Jonathan offers a unique perspective on achieving comprehensive financial success.

Jonathan specializes in integrating the various aspects of his clients' lives into cohesive financial roadmaps. His ability to simplify complex concepts for both practitioners and laypeople instills confidence and empowers his clients to take informed actions.

Through a strong ongoing service model and the ability to adapt as life presents challenges, Jonathan has built long-standing, trusted relationships with his clients over the years.

In his free time, Jonathan enjoys spending time with his wife and daughter, skiing, mountain biking, traveling, and tinkering in his garage.

Kenyon Lang

Kenyon believes that everyone deserves confidence in their financial lives. He fulfills this belief by utilizing a systematic process that helps individuals define their personal vision and create a clear financial roadmap to turn that vision into reality.

A significant aspect of Kenyon's role is understanding how markets, government regulations, taxes, and other external factors influence the ability to build, utilize, and transfer wealth efficiently to loved ones.

Kenyon holds a degree in Economics and Sociology from Boston College. Since graduating, he has dedicated over 25 years to faithfully serving his clients in the financial services industry.

Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Advisory Services.  Our New York State CPE Sponsor license number is 000783.  

(1) CFP CE - Approved.  CE Sponsor ID Number 6280

Cost:

$60.00 MEMBERS + $25 Refundable Deposit
$70.00  NON-MEMBER  + $25 Refundable Deposit
$50.00 PACE LAW STUDENTS  + $25 Refundable Deposit