Thank you to our Annual Sponsors!

RSVP cutoff is 5PM Thursday November 5th, 2026

Space permitting, late registrations may be accommodated through 5pm Tuesday Nov. 10th, 2026.  Note we make no warranty that late registration will be available for any event. Late registrations shall require both a Late Fee of $25 AND a refundable registration deposit of $25.  Registration deposits are refunded within three business days as long as the registrant attends the meeting.

If your plans change and you can no longer attend, please email [email protected]. Cancellations must be made by 5PM 7 calendar days prior to the date of the event.  Cancellations made after this point (and no shows) will not be issued back the $25 deposit. 

Reservations are on a first come, first served basis. 

Seating is limited.

Member Fee is $60
Non-Members are welcome; Non-Member Fee is $70

Parking Info: Free parking lot in rear

Don’t Overlook Life Insurance in Estate Planning!

Overview of the various types of life insurance on the market today; applications in estate and business planning.

Michael Rosenman, CLU^® ChFC^® AEP^® CASL^® RICP^® WMCP^®

Mike Rosenman joined Northwestern Mutual in September 2001 after 23 years as a musician, composer and music producer.  Starting a new career the week when 9/11 happened was certainly challenging. Reflecting back on the last 25+ years however is most gratifying, as Mike has been able to help hundreds of clients plan for and protect their life goals.  Mike is particularly passionate in helping clients plan for retirement and estate transfer, and in working with owners of closely-held businesses.

Mike lives in Pleasantville, Westchester County NY, with his wife Michelle.  They have two grown children.  Mike enjoys road cycling, Yankees baseball, music, wine and bourbon. Picking up on his pre-Northwestern Mutual career as a musician and producer, he plays keyboards in local rock bands and musical projects for fun.  He is also active volunteering with the Armonk Lions Club, the Mount Kisco Food Pantry, and Bet Torah Synagogue.

CPA/CFP Continuing Education:

Pending Approval.

Cost:

$60 MEMBERS (+ $25 Refundable Deposit)
$70 NON-MEMBERS (+ $25 Refundable Deposit)