The following program is offered by the New-York Historical Society’s Planned Giving Advisory Council

EVENT DETAILS

A thorough review of finances and legal matters with a team of advisors, including a lawyer and financial planner, should be undertaken after the loss of a spouse, either as a result of death or divorce. This program will explore the estate planning, premarital planning, and financial planning issues that require attention.

Carole M. Bass is a partner in Moses & Singer’s Trusts and Estates and Matrimonial and Family Law practice groups. Nadine Gordon Lee is the Managing Director of The Colony Group’s Metro NY Offices and President of the Colony Family Office. Jean Chatzky (moderator), the financial editor for NBC’s TODAY show, is an award-winning personal finance journalist, AARP’s personal finance ambassador, and host of the podcast HerMoney with Jean Chatzky on iTunes.

LOCATION

The Robert H. Smith Auditorium at the New-York Historical Society, 170 Central Park West, New York, NY 10024

RESERVING TICKETS

Admission is free; advance reservations are required to guarantee seating.

Online: Click on the orange “Reserve Tickets” button at the top of this page.
By phone: Please contact our administrative office at at (212) 873-3400 x366.
In person: Advance tickets may be reserved on site at New-York Historical’s Admissions desk during museum hours.

Programs and dates may be subject to change. Management reserves the right to refuse admission to latecomers.