Gifting for Grandparents

Wednesday, September 22nd at 9:30 AM

Join us in celebrating National Grandparents Day!

Every grandparent contemplates how to gift to their grandchildren – do you give them cash for birthdays, start a 529 Plan, put assets in trust, name them on an IRA, or make a specific bequest in your will? As with any gifting, it depends on the family’s particular situation, but you should always consider the tax consequences.

Join Nancy Burner as she discusses how to gift to this younger generation in a tax efficient and meaningful way.

*With the recent rise of COVID-19 cases and to ensure a safe environment for everyone attending, we ask attendees to bring proof of their vaccination status*

Moriches Bay Diner
62 Montauk Highway
Moriches, NY 11955


Fill out the form below or you can also register by calling 631-941-3434 or by emailing

This seminar is now at capacity and can no longer accept new registrations. Please check back for more upcoming seminars and webinars.

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    12 Research Way, East Setauket, NY 11733

    (631) 941-3434

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    45 W 34th St Suite 1203, New York, NY 10001

    (212) 867-3520

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    82 Main Street, Westhampton Beach, NY 11978

    (631) 288-5612

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