Agenda

Tuesday, March 4, 2014

1:30 p.m.
Registration Opens

2:00 p.m. - 2:10 p.m.
Welcome Reception and Remarks

2:10 p.m. - 3:00 p.m.
Helping your HNW and Small Business Owners Navigate the Affordable Care Act

3:10 p.m - 4:00 p.m
2014 Tax Update for Financial Advisors

4:10 p.m. - 5:00 p.m.
Making the Most of the CPA-FA Partnership

5:00 p.m. - 5:15 p.m.
Closing Remarks

5:15 p.m. - 6:15 p.m.
Networking Cocktail Reception

The University Club
One West 54th Street
New York, NY 10019
www.universityclubny.org
Phone: (212) 247-2100
Fax: (212) 572-3457

Dress Code
Male members and guests are required to wear jackets, dress shirts and ties. Female members and guests are required to wear clothing meeting similar standards: tailored clothing that otherwise conforms to this rule including suits, dresses and skirts or tailored trousers with dress shirts, blouses or sweaters. Jeans, shorts, capris, sneakers, flip flops and other such casual sportswear are not considered appropriate attire.


View Larger Map

Suggested Hotel Accommodations

Sofitel New York
(212) 354-8844

The Bryant Part Hotel
(212) 642-2211

Courtyard by Marriott
(212) 391-0088

Millennium Broadway
(212) 768-4400

Marriott Marquis
(212) 398-1900

Crowne Plaza
(212) 977-4000