Group of People Working

Wednesday, September 10, 2025 | 11:00 a.m. EST

Click to Register


Hosted by:

Scott Macolino, MBA
Managing Director/Investments
Stifel


Richard Cohen, CFP ®,JD
Estate & Tax Planning Director
Stifel

Register by September 8


Stifel

Stifel does not provide legal or tax advice. You should consult with your
legal and tax advisors regarding your particular situation.

Banking and lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus &Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.


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