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THE BIG DAY: FINANCIALLY & LEGALLY
PLANNING FOR MARRIAGE
6pm Thursday May 21st
WeWork Bryant Park, 1st Floor
54 W 40th Street, New York
RSVP:
[email protected]
There is a lot to consider when planning for a wedding… dress, venue, guest list, honeymoon, and the list goes
on. However, the most important but TABOO subjects must be discussed including: wedding budget, who is
paying for it, do you need a prenuptial agreement, does my future spouse have a lot of debt, do they want
children, and where are the children to be raised and what religion to name a few hot button topics.
StrataCore Capital Management is offering a workshop with a team of financial advisor, financial planner, NYU
Director of Family Studies, and matrimonial and family law attorney to have an open discussion on what issues
you should be addressing, when you should be addressing them, and how to address them.
Robert DeSalvo, StrataCore Capital Management
Shannon McNulty, Law Offices of Shannon P. McNulty
Robert DeSalvo is a Managing Partner and the Chief
Investment
Officer
of
StrataCore
Capital
Management, a New York City SEC Registered
Investment Advisory. Mr. DeSalvo earned his BA and
MBA from Penn State University and holds the FINRA
Series 66 Financial Advisor license and an insurance
license. With a knowledge base built from over 10+
years in Wealth Management at Janney Montgomery
Scott and JCI Asset Management, Robert brings a
unique experience and vision to serving clients. As an
asset manager, he focuses on delivering unbiased
strategic advice along with tax and cost efficient
investment strategies.
Shannon McNulty a principal and trust and estates
attorney at the Law Offices of Shannon McNulty that
assists clients in protecting their assets, providing for
their families, and minimizing taxes.
Ms.
McNulty earned her J.D. from Georgetown University
Law Center and received her Masters in Tax Law
(LL.M.) from New York University School of Law. She
has also earned the Certified Financial Planner
designation, which recognizes proficiency in personal
finance.
She is Chair and Founder of the
International Women’s Rights Committee of the New
York State Bar Association.
Sophie Jacobi-Parisi, Mayerson Abramowitz & Kahn
Andrew Roffman, NYU Langone Medical Center
Sophie Jacobi-Parisi is a partner at Mayerson
Abramowitz & Kahn. And received her J.D. and
Masters in Social Work in a dual degree program
offered through Loyola University Chicago’s Law
School and Social Work School. Ms. Jacobi-Parisi
is experienced in handling complicated custody cases,
particularly custody matters involving children with
special needs. She is experienced in negotiating
prenuptial, separation and settlement agreements
and she also has substantial litigation and trial
experience in New York’s Family and Supreme
Courts. In addition, Ms. Jacobi-Parisi has been
consistently selected by her peers as Best Lawyer
since 2012 and as a “Rising Star” in Super Lawyers
since 2013.
Andrew Roffman is a Licensed Clinical Social Worker
with over 27 years of experience working with
individuals, families and couples. For the past 16
years he has been a part of the Child Study Center at
NYU Langone Medical Center where he runs Family
Studies, CSC's family/couples therapy program. In
addition to teaching family/couples therapy and
family systems theory to psychiatry residents,
psychology interns, and undergraduates, Andrew
maintains a busy clinical practice through CSC's
Faculty Group Practice. Andrew has published
numerous peer-reviewed publications and book
chapters on the subject of families and therapy.