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VINCENT J. RUSSO, J.D., LL.M.,CELA, Managing Shareholder of Vincent J. Russo & Associates, P.C., Long Island’s Signature Elder Law, Special Needs and Estate Planning Law Firm with offices in Westbury, Islandia, Lido Beach, and Woodbury, New York has championed the rights of seniors and people with special needs since 1985.

Vincent is a Founding Member, Fellow and Fifth President of the National Academy of Elder Law Attorneys (NAELA) and is a Founding Member and First President of the New York Chapter of NAELA (National Academy of Elder Law Attorneys).  He is the only NAELA member to receive the prestigious President’s Award twice.  He is also a member of the invitation only, NAELA Council of Advanced Practitioners (CAP). Vincent is a certified elder law attorney by the National Elder Law Foundation.  He is a Founding Member and Past Chair of the Elder Law Section and Co-Chair of the Special Needs Section of the New York State Bar Association (NYSBA).

Vincent is a Co-Founder of the Academy of Special Needs Planners and Past Board Member and President of the Guardianship Corporation of United Cerebral Palsy of Nassau County and a Co-Founder and Officer of The Theresa Alessandra Russo Foundation for children with special needs.

He is also Co-Founder and Chairman of the Board of ElderCounsel, LLC.

He is admitted to the New York, Massachusetts and Florida state bars and is the co-author of New York Elder Law  and Special Needs Practice (Thomson Reuters).

Douglas Gerhardt, Mr. Gerhardt is a member of Harris Beach PLLC and practices with the Educational Institutions Team and the Labor & Employment Law Practice Group. Prior to joining Harris Beach, Mr. Gerhardt was General Counsel to the New York State Council of School Superintendents. Prior to joining the Council of School Superintendents in 2003, Mr. Gerhardt was Director of Government Relations and Assistant Counsel for the School Administrators Association of New York State for seven years.

 dgerhardt@harrisbeach.com

Dr. Edward Milliken, is President and CEO of EJM Consulting Services, a company that specializes in education and planning services. He retired from public education in 1998 after having completed a 35 year career. He has served as District Superintendent of Suffolk County’s First Supervisory District and Executive Officer of Easter Suffolk County’s Board of Cooperative Educational Services (BOCES) serving more than 50 schools districts.

George Thomas Mathew, MD, MBA has spent the last 20 years in the healthcare field trying to help patients get access to and find affordable care. He is a Yale-trained Internal Medicine Physician, and has worked at General Electric, Goldman Sachs, Pfizer, and WebMD. Dr. Mathew has also contributed to Businessweek’s “MBA Journal” section, and has lectured at Duke University’s Fuqua School of Business for their Health Sector Management Program.

Sy Goldberg, CPA, MBA, JD, a senior partner in the Jericho law firm Goldberg & Goldberg, P.C., is Professor Emeritus of Law and taxation of Long Island University. He has taught many CPE courses on retirement distribution planning at the state and national level and has taught CLE courses for the New York State Bar Association, local bar associations and law schools. He has been quoted in major publications, including

The New York Times, Forbes, Fortune, Money Magazine, U.S. News & World Report, Business Week, and The Wall Street Journal, and has been interviewed on CNN, CNBC, and WCBS. Formerly associated with the IRS, he has been a member of the IRS Northeast Pension Liaison Group for over 15 years, and has been involved in conducting continuing education outreach programs with the IRS on the retirement distribution rules. He has authored guides for the American Bar Association and the America Institute of CPAs on retirement distribution rules. In addition, you may be interested in a consumer’s version entitled “Inherited IRAs: What Your Family Needs To Know” published by J.K. Lasser (JKLasser.com).

Please contact Sy at info@goldbergira.com or www.goldbergira.com

Henry Montag, is an Independent Certified Financial Planner as well as a CLTC. He’s been in practice since 1976 with offices on Long Island, New York. He is a contributing writer for The Moneypaper, a national financial publication and has held insurance and securities licenses for over thirty years.

He has lectured extensively on the subject of the proper utilization of Insurance and Investment products

used to protect and preserve assets, to organizations such as the New York State Bar Association, the New York State Society of CPA’s, and various regional and local banks. In addition he has spoken to National

Organizations such as the American Association of Individual Investors, the Whitehouse Conference on Aging and the American Society on Aging.

Over the years he has developed an expertise in the overall coordination of a client’s assets, their goals as well as the features and benefits currently available in the various financial products in the marketplace today.

In addition, Henry Montag has spoken before numerous community and civic organizations and acts as resource for various publications, radio and cable television programs. He is a contributing writer for The Moneypaper, a national financial publication, been my sourced by Investors business Daily, Long Island Business News,  Newsday, Wall St Journal, The  Moneypaper,Investment News, and Senior Lifestyles.

Contact Henry at hmontag1@aol.com
www.henrymontag.com

Lee Rosenberg, is the co-founder of ARS Financial Services, Inc., Lee Rosenberg brings more than 30 years of solid financial management to his company and The Trusted Expert Network. Mr. Rosenberg is a Certified Financial Planner and a Registered Representative of Cadaret, Grant and Company, Inc.He is a member of the Financial Planning Association and is listed in the Who’s Who in America (1989-2004). With his expertise in the areas of investments, estate and retirement planning, Mr. Rosenberg has made frequent appearances on CNBC, CNN, ABC, and NBC, along with the “OPRAH WINFREY SHOW”, the “Today Show”, Fox 5’s “Good Day New York”, WABC TV’s “Eyewitness News”, WOR, WMCA, and WEVD Radio, and the ABC Radio Network. He was also the co-host of “Money Talk” on WGBB Radio. Mr. Rosenberg is a well known public speaker and guest lecturer, conducting financial planning seminars in local colleges, libraries, banks, and Fortune 500 companies throughout the Tri-State area and Florida. He has been featured in Worth Magazine as one of “The 200 Best Financial Advisers in America”, “Top 25″ financial representatives by Rep Magazine and has appeared often in The New York Times, Newsday, and The Wall Street Journal. He also contributes articles to the Bottom Line, Boardroom Report and recently consulted with Consumer Reports regarding retirement planning. In addition, he is the author of Retirement Ready or Not, 50 Fabulous Places to Raise a Family, Destination Florida: The Guide to a Successful Relocation and 50 Fabulous Place to Retire in America. Mr. Rosenberg is a graduate of Brooklyn College and the College for Financial Planning.He residesin Dix Hills, with his wife Saralee and three children.

Contact Lee at jericho@arsfinancial.com