News & Announcements
Siller & Cohen’s Latest Speaking Engagements:
Jeff Cohen was asked to speak at Lincoln Financial Advisors 2018 Spring Forum. He presented on understanding and navigating family dynamics within the financial planning process.
Randy Siller was asked to speak at Lincoln Financial Advisors 2018 Spring Forum. He made two presentations. He presented on Trust and Estate Planning, specifically ways in which the new tax law affects planning strategies. Additionally, he presented on strategies for generating income in an investment portfolio in today’s low/rising interest rate environment.
Randy Siller, Yona Klein, and Nick Strang presented a continuing education program to a regional CPA firm headquartered in Florida, with offices in NYC and Westchester. The topics included financial planning strategies, as well as an economic outlook for 2018. They also focused on tax planning, and the effects of tax inefficiencies within a portfolio, fixed income, equity and alternative investment overviews, and what pressures they see driving the markets currently and in the future.
Randy Siller, Yona Klein, and Josh Marriott attended the annual IMCA 2-day conference in NYC. The conference includes Investment consultants and wealth managers that drawn to this long-standing marquee New York metropolitan-area event. An impressive lineup of speakers covers a variety of topics including portfolio management, alternative investments, investment allocation, investment policy, wealth management, and timely discussions about the U.S. and world economies.
Jeff Cohen and Yona Klein presented a continuing education program at a regional Long Island CPA firm. The presentation focused on giving the CPAs a deeper understanding of how life insurance and various investment vehicles including: bonds, equities, and annuities could be used to better serve their clients.
We would also like to congratulate Josh and Liz Marriott on the birth of their daughter Abigail
Randy Siller presented a national WebEx to Sagemark Consulting Private Wealth Services Group. Randy discussed how he and his firm helped a widow who was new to our firm, to become comfortable making estate planning and wealth management decisions for her and her family. She had never previously been involved with these types of decisions before her husband’s passing.
Siller & Cohen would like to congratulate Nick Strang on his recent marriage to Nicolle Burke.
Siller & Cohen is proud to announce that we have added 4 new members to the team. Rob Tocco from Fairfield University, John Krasniqi from Iona College, John Froberg from Muhlenberg College and Nick Strang from J.P Morgan Chase, who attended Hobart and William Smith Colleges.
Jeff Cohen presented a continuing education program at a local NYC CPA Firm. The topic of his discussion was executive consulting, and closely held business transition planning.
Jeff Cohen and Randy Siller were asked to speak at The Resource Group Annual Conference. This group is comprised of the top 200 financial advisors around the country affiliated with Lincoln Financial Advisors. Jeff spoke about “Executive Planning for C suite Executives”, while Randy spoke about “Advising Your Clients in an Extended Bull Market”
Randy Siller was asked to Speak at Lincoln Financial Advisors Spring Forum Conference. The topic was “How to Build Income Generating Portfolios” in today’s low interest rate environment.
Randy Siller was asked to provide a continuing education class to a prominent NYC accounting firm. The discussion was titled “Practical Financial Planning Advice to Enhance Your Client Service Offering”. The topics covered during the session included, financial independence planning, tax traps when planning with life insurance, and investment planning.