Guest SuzanneW Posted July 15, 2008 Posted July 15, 2008 I want to get in touch with Wendy Bicovny and can use some help finding her. She is an ERISA attorney who used to work for AccuDraft. I really would appreciate any information on how to get in touch with her. I am putting together a seminar in Orlando for January of 2009 and I want to talk to her about speaking or moderating one of the sessions. My email is swynn@qualifiedpensionconsulting.com and my phone number is 321-567-4044. I write the Pension Protection Act Blog - http://www.qualifiedpensionconsulting.com/ppablog and she can also reach me there. - Suzanne L. Wynn, Esq., LLM Tax. Qualified Pension Consulting Inc. http://www.qualifiedpensionconsulting.com
Appleby Posted July 16, 2008 Posted July 16, 2008 Try Google Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
david rigby Posted July 16, 2008 Posted July 16, 2008 Perhaps http://www.moboni.com/ I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Mike Preston Posted July 16, 2008 Posted July 16, 2008 The New York state bar (and the California state bar) maintain an up to the minute attorney search capability. It appears she is working with RIA in New York City. If that isn't enough information for you to track her down (for example, if you are at a location which blocks the New York state bar search form), send me a private message and I will send you the details from my search.
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