iPlan, iPreserve, iProtect – A Financial Planning Seminar

IIT Bombay Alumni Association of Greater New York (IITBAA-GNY) invites you to

iPlan, iPreserve, iProtect – A Financial Planning Seminar

Thursday April 16, 2015

Indian Consulate Banquet room
3 East 64th St New York NY 10065


  • Learn how an Asset Protection Plan can protect you and your spouse from predators looking to make a claim on your assets while you are alive, and protect your children’s inheritance against creditors and predators after you are gone.
  • Learn how to Design a Financial Plan to meet your Life Goals taking
    into account Short Term Needs, Future Lifestyle and Long Term Comfort
  • Understand how Risk can Affect your Investments and how to protect and preserve your assets with a Disciplined and Structured approach based Scientific and Academic research
  • Gain an understanding of the key challenges you will face in
    Retirement and explore ways to help Protect your retirement income to cover rising Healthcare costs


Registration Link:

Registration Cost: FREE!

Due to the generous offer of sponsorship from Kubair Wealth Advisors, the event is now free of cost for all attendees. Those who previously paid for the registration will be refunded electronically.

Advance Registration is still required due to security reasons.

All attendees will enter a raffle to win a gold coin, and two more prizes!

For all IIT Alumni over 30 years old; learn from industry specialists as you make decisions over your financial future; Do attend with your spouse and family. Opportunity to network and meet friends over dinner. Limited seats available, and going fast! The event will soon be open to other groups, so sign up now!

*Dinner included with Registration*

Moderator: Vipul Mallick, MD, Kubair Wealth Advisors

Neel Shah, Managing Attorney, Shah & Associates, P.C.
Brandon Buckingham, VP, Prudential Annuities
Beau S. Barnett, Regional Director, Loring Ward
Josh Bartholomew, MD, Horizon Investments

Moderator Bio

Vipul Mallick, CRPC, MBA is the Managing Director of Kubair Wealth Advisors – an independent Financial services firm.   Vipul focuses on Retirement Income and Estate Planning, Risk Management and Tax-advantaged investments.  He works with high net worth individuals, families and business owners/entrepreneurs to avoid excessive tax exposure and creates estate planning strategies designed to maximize transfers to heirs through sophisticated techniques.   Mr. Mallick holds FINRA Series 7,6, 63, 65 licenses in addition to a Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania.  Mr. Mallick is active in community and professional organizations including TiE-NY and TiE- NJ / PA chapters, GOPIO, Pratham and SACC et al.

Speaker Short Bios

Neel Shah is the Managing Attorney of Shah & Associates P.C. The firm’s practice is focused on helping individuals, families and business owners who wish to protect their wealth and their legacy for current and future generations from estate taxes, law suits, the escalating costs of nursing homes and other sources of attack.

Brandon Buckingham is the National Director for the Advanced Planning Group for Prudential Annuities. He and his team of tax attorneys, Certified Financial PlannersTM and retirement specialists provide technical, marketing and sales support for all matters concerning variable annuities, qualified retirement plans, estate, gift and income tax planning, and other advanced market topics.

As a Regional Director of Loring Ward, Beau S. Barnett serves as the primary relationship manager for accessing Loring Ward’s resources. His skill set is in strategizing and consulting to help advisors best leverage resources to maximize their client experience.

Josh Bartholomew has extensive experience in product roll out and institutional support as well as territory development and sales training. Mr. Bartholomew joined Horizon in 2002 and became a principal in 2007. During his tenure he has been responsible for a multi-billion dollar sales goal, key account development, and territory management. He is also responsible for assisting the firms RIA initiatives as well as the National Sales Director on key relationships and new product roll out.

Vipul Mallick, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Kubair Wealth Advisors, Horizon, Loring Ward, Shah & Associates, Prudential and Cambridge are not affiliated.

A CARE Act in NJ to help care for our Senior Citizens

For our aging alumni population, as well as their parents, family care-giving of the elderly is increasingly becoming more important. Many people, especially with our cultural background, want to provide this care in their homes. And, often a family member wants to be the care-giver. But, often they are neither informed of the need in advance nor given the appropriate instructions.

Now a new law, called the CARE ACT (not the same as the ACA – the Affordable Care Act) has been enacted in New Jersey. The key points of this law are:

The CARE Act takes three commonsense actions that will make a world of a difference to family caregivers by requiring hospitals to:

  1. Identify a designated family caregiver when a patient is admitted.
  2. Notify the caregiver when the patient is to be moved or discharged.
  3. Provide that caregiver with adequate instruction for the care of the patient following the patient’s discharge from the hospital.

I learned about this at an AARP meeting today where Assemblywoman Pamela R. Lampitt spoke about it during a Tele-Town Hall meeting. I thought I would like to share this with you so that you are aware of this new law and can benefit from it should a need arise. The following links give you more information about it.

Support Seniors & Their Family Caregivers

Governor Christie Signs the CARE Act:  NJ is second state in the nation to enact law