Katz Chwat, P.C.

Planned Giving: Why, When & How

Date: Wednesday, May 17, 2023
Time: 5:30pm - 7:30pm
Location: Blackstone Steakhouse, 10 Pinelawn Road, Melville, NY
Speaker: Jim Meyer

James E. Meyer (Jim) – President of JM Planned Giving Solutions, Associate with Arnone, Lowth, Leibowitz, and Andriano, Inc., and Associate with Greco Planning Group, Inc.

Jim has a BS SUNY Brockport, MS Hunter College, and MEd Columbia University.  Jim is a board member of the Long Island Community Foundation, Surprise Lake Camp, Story Arts and The Association of Fundraising Professionals, LI.  Jim also serves on the Estate Planning Council for the American Heart Association LI, and Northwell Health Systems.  Jim also serves on various committees for Huntington Hospital, The Firefighters Charitable Foundation and is a Past President of the Financial Planning Association, LI and former board member of the Nassau County Sports Commission.  Lastly Jim is the President of the Long Island Chapter of the National Committee for Planned Giving.   Jim is married and has two children and two grandchildren, lives in Westbury, and as his tee shirt reads, he is “easily manipulated by grandchildren”.

Jim will be speaking on estate planning and charitable giving. 

*This program has been approved for 1 CPE Credit for accountants who are Members in good standing*


Thank you to our meeting sponsor:

Related Document(s):

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