President / CEO

R. Harrison

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YorkBridge Business Leaders Conference 2018
2018
January 
22
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00:00 AM

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R. Harrison

CEO Barkbook

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About
Speakers
Agenda
RSVP

YorkBridge Business Leaders Conference 

2018
January 
22nd
, 
11:30AM 
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YorkBridge Business Leaders Conference

2018
January 
22nd
, 
11:30AM 
RSVPs Closed
Text goes here
X

Summary

 The YorkBridge Business Leaders Conference is an exclusive event for business owners and leading professionals in the Hamptons community. 


Aimed at addressing some of the highest priority subject matter facing business leaders in the current economic, financial, and political environment, we have engaged with expert speakers to provide thought provoking insight on the way in which personal decision making influences those most important to us; our families, our employees, and the community in which we work and live.

 

Speakers

To achieve great things, two things are needed:

a plan and not quite enough time.

Quote Block #2

Keynote

 

Joseph Plumeri

 Vice Chairman of First Data 

Board of Directors & Best Selling Author

of "The Power Of Being Yourself"

Speakers

Carrie Gallaway, CFP®, CeFT®

Managing Partner, advisor

YorkBridge Wealth Partners

Andrew Stern

Managing Partner, Advisor

YorkBridge Wealth Partners

Jeffrey Lane

Partner

YorkBridge Wealth Partners

Loretta K. Davis

Executive Director

The Retreat

Stephanie Diamond

Managing Director, Business Development

Schwab Charitable

John E. Larkin, CPA, ABV

Partner

Markowitz, Fenelon, & Bank

Thomas McGinn, MD

Deputy Physician-in-Chief & Senior Vice President, Physician Network Operations

Northwell  Health

Jeffrey Schulze, CFA

Director, Investment Strategist 

Clearbridge Investments

Melissa Sidor, Esq.

Counsel

Campolo, Middleton & McCormick, LLP

 

THE AGENDA

12:00 PM

Welcome Address

Carrie Gallaway & Andrew Stern, Founding Partners of YorkBridge Wealth Partners

12:15 PM

Lunch Presentation: Business Succession Planning & Wealth Transfer for Business Leaders


John E. Larkin, CPA, ABV, Parnter, Markowitz, Fenelon & Bank

Melissa Sidor, Esq., Counsel, Campolo, Middleton & McCormick

 

Who is the future of your company? What is the contingency plan if something happens to you? How do you bring on the next generation talent into your firm? How do I transfer my accumulated wealth in an effective and tax efficient manner?

1:15 PM

Break


1:30 PM

Market Outlook Commentary

 

Jeffrey Schulze, CFA, Director, Investment Strategist, ClearBridge Investments


What does the market look like as we move into the new year?

2:00 PM


Healthcare Q&A: Planning for Business Leaders


Jeffrey Lane


Given the constantly changing political climate, what do I need to do as a business leader? How do I manage my Healthcare and Human Resources obligations effectively and efficiently?

3:00 PM

Break


3:15 PM

Philanthropy & Charitable Giving


Loretta Davis & Stephanie Diamond


What are the most tax efficient ways to gift assets to charities? Is it possible to gift illiquid assets? How can my business interests tie in with my philanthropic interests?

4:00 PM

Break


4:15 PM

Keynote Speaker

Joseph Plumeri, Vice Chairman of the First Data Board of Directors

5:15 PM - 7:00 PM

Cocktails & Networking



THE AGENDA

11:30 aM

Registration

Lunch Buffet Open

12:15 PM

Welcome Address

Carrie Gallaway, Founding Partner, YorkBridge Wealth Partners

Andrew Stern, Founding Partner, YorkBridge Wealth Partners

12:30 PM

Lunch Presentation: Business Succession Planning & Wealth Transfer for Business Leaders

John E. Larkin, CPA, ABV, Parnter, Markowitz, Fenelon & Bank

Melissa Sidor, Esq., Counsel, Campolo, Middleton & McCormick


Who is the future of your company? What is the contingency plan if something happens to you? How do you bring on the next generation talent into your firm? How do I transfer my accumulated wealth in an effective and tax efficient manner?

1:30 PM

Market Outlook Commentary

 

Jeffrey Schulze, CFA, Director, Investment Strategist, ClearBridge Investments


What does the market look like as we move into the new year?

2:00 PM

The Current State Of Health Care

Jeffrey Lane, Partner, YorkBridge Wealth Partners

Thomas MGinn, MD, Deputy Physician-In-Chief & Senior Vice President, Physician Network Operations, Northwell Health


 Given the constantly changing political climate, what do I need to do as a business leader? How do I manage my Healthcare and Human Resources obligations effectively and efficiently?

3:00 pm

Break

3:15 PM

Philanthropy & Charitable Giving


Loretta Davis, Executive Director, The Retreat

Stephanie Diamond, Managing Director, Business Development Schwab Charitable


What are the most tax efficient ways to gift assets to charities? Is it possible to gift illiquid assets? How can my business interests tie in with my philanthropic interests?

4:15 PM

Keynote

Joseph Plumeri, Vice Chairman, First Data Board of Directors & Best Selling Author of "The Power Of Being Yourself"

5:15 PM - 7:00 PM

Cocktails & Networking



About Us

YorkBridge Wealth Partners provides comprehensive financial planning and independent investment management services to high-net worth families, business owners, women in transition, and those entering retirement.

Contact Us

events@yorkbridgewealth.com

212-574-4070

www.yorkbridgewealth.com


About Us


YorkBridge Wealth Partners provides comprehensive financial planning and independent investment management services to high-net worth families, business owners, women in transition, and those entering retirement.

Contact Us

events@yorkbridgewealth.com

 

212-574-4070

 

www.yorkbridgewealth.com


Official Charity - The Retreat

The Retreat’s mission is to provide safety, shelter and support for victims of domestic abuse and to break the cycle of family violence. In pursuit of our mission, The Retreat annually provides help for thousands of families.


To learn more about The Retreat and how you can help, please visit their website by clicking here.


Make a difference now and donate here.

Venue


Thank You to our sponsors:

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