Instructors Directory > Stern Slavutin 2, Inc.
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Stern Slavutin 2, Inc.
(212) 536-6062
www.sternslavutin.com

Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult — perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Upcoming Webinars

LIFE INSURANCE PLANNING IN 2025: A GUIDE FOR CPAs

Archived Webinars

LIFE INSURANCE PLANNING IN 2025: A GUIDE FOR CPAs
Recorded Date February 13, 2025  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
LIFE INSURANCE PLANNING IN 2024: A GUIDE FOR CPAs
Recorded Date December 2, 2024  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
LIFE INSURANCE PLANNING IN 2023: A GUIDE FOR CPAs
Recorded Date November 29, 2023  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
LIFE INSURANCE PLANNING OPPORTUNITIES AND PITFALLS IN 2022
Recorded Date December 5, 2022  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
LIFE INSURANCE PLANNING OPPORTUNITIES AND PITFALLS IN 2021
Recorded Date November 23, 2021  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
PLANNING WITH LIFE INSURANCE IN UNCERTAIN TIMES
Recorded Date November 10, 2020  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other