Sponsor:

Lunch Menu: Pending (Deadline Noon, 15 April 2024)

First Course:

City Park Salad - mixed greens, bacon, blue cheese, green apples, creamy vinaigrette

Second Course (Choice):

Grilled chicken breast - mushrooms, roasted sweet peppers, red rice, chicken demi-glace

OR

Veal Grillades - peppers, onions, shiitake mushrooms, simmered in veal reduction sauce, thyme smoked gouda grits

OR

Vegetarian Meal Option - TBD

Dessert (Choice):

Bananas Foster Bread Pudding

OR

Meyer Limoncello Cheesecake

Session Topic: "Longevity Risk: Retirement Solutions for Partners in a Partnership"

Set between the pressures of increased competition, escalating talent expenses and shifting client expectations, prioritizing a robust benefits package for Partners remains imperative. Yet, one frequently neglected aspect is addressing retirement solutions tailored for Partners. This session aims to help law firm leaders improve partner retention and succession by providing practical advice on implementing effective retirement plans that benefit both partners and the firm financially.

Speakers:
Ann Marie Liotta, CPA, AEP
U.S. Wealth Strategist
Cohn Financial Group

Ann Marie is an engaging specialist in domestic wealth planning and a results-driven wealth and tax strategist.  Her significant and sophisticated hands-on experience and technical knowledge were gained over her 20-year professional career working within large New York-based financial services businesses as well as regional Philadelphia accounting firms.

Ann Marie joined Cohn Financial Group as a Wealth Strategist in 2019.  Prior to joining CFG, she worked at Lombard International for three years as their Head of Product Development and Wealth Structuring Services for the U.S.  In her role at Lombard, she assisted internal and external partners with understanding private placement solutions and incorporating the solutions in existing and new wealth plans.

Prior to joining Lombard International, Ann Marie provided a full range of tax compliance and consulting services for individuals and families, where she headed up the Private Clients Services practice of Ernst & Young (EY) in Philadelphia.

Ann Marie graduated Magna Cum Laude from Rutgers College School of Business.  She holds her CPA license in New York, New Jersey and Pennsylvania.  Ann Marie is a New Jersey State elected official and just completed her tenure on the Board of Education in Moorestown, New Jersey.

CLM CREDIT

CLM^®Application Credit: 1 hour of Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Development

CLM^® Recertification Credit: 1 hour in the subject area of Human Resources Management