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Date: March 18, 2026
Location: Zoom
Time: 6:00PM EST
During this 60-minute Webinar, the following important topics will be covered:
Common Beneficiary Mistakes
How Beneficiary Designations Override a Will
Life Changes That Should Trigger a Beneficiary Review
Why not to Name MINORS as Beneficiaries
Host
Leslie Sultan, Esq.
Leslie Sultan, a Los Angeles native and CUNY Law graduate, opened her own private practice in New York in 2010. Now a partner at Sammartino & Sultan Law Group, she focuses on helping families avoid probate court through proactive estate planning strategies.
Leslie runs their virtual practice, serving clients across New York City and Long Island. She’s also the host of the "Legacy Purse" podcast, where she shares her expertise on building lasting legacies. Licensed in both New York and New Jersey, Leslie is dedicated to guiding families through the estate planning process with ease and care.
Guest Speakers
Suzanne Nitzberg
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Suzanne Nitzberg CFP® is a Certified Financial Planner with 40 years experience in the New York Financial Services industry. She is known for providing thoughtful, personalized financial guidance grounded in a comprehensive, needs based planning approach.
Suzanne began her career as a NASDAQ OTC stock trader and quickly discovered her true passion: helping individuals and families make confident, informed decisions about their financial future. Over the course of her career, she has held senior advisory roles at leading financial institutions including Lehman Brothers, Citigroup, JPMorgan, HSBC USA, and MassMutual, bringing institutional-level expertise to a highly personal client experience.
Her practice focuses on comprehensive wealth planning, including investment management, retirement planning, IRA Rollovers, asset allocation, income planning, taxefficient and tax-free strategies, annuities, insurance planning (life, long-term care, and disability), education funding strategies, and estate planning considerations, including intergenerational wealth transfer.
Suzanne believes that a strong financial blueprint – paired with ongoing reviews – creates clarity, confidence, and long-term security. Suzanne is a Certified Financial Planner ™ Professional and Registered Investment Advisor, fully licensed in Investments and Insurance. She holds FINRA Series 4, 6, 7, 9,10, 24, 63 and 65 licenses, as well as State Life and Health Insurance licenses. She is licensed to conduct business in NY, NJ, FL, CT, PA, CA, NC, SC, MI, VA, IN, AZ, DC, MD, IL,, LA, OH, TX, and VA.
Kathy Baron
Kathy Baron is a life insurance specialist with 12 years of experience at Allstate Insurance. I help client find practical, affordable life insurance solutions tailored to their needs. My goal is to provide clarity, guidance and lasting peace of mind. I make the process simple and stress-free so you can feel confident about your future.
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