11/12/2025
Strengthening Professional Ties & Advancing Community Impact
This morning at the beautiful Greentree Foundation, The New York Community Trust’s Long Island Office hosted its Fall Professional Advisors Forum: One Big, Beautiful Opportunity for Roth, Retirement & Estate Planning.
We were honored to be welcomed by Kofi Appenteng, the newly appointed President of the Greentree Foundation. His presence underscored the Foundation’s enduring commitment to peace, philanthropy, and sustainability—values that resonate deeply with our mission.
The forum featured a dynamic presentation from Ed Slott, CPA, America’s IRA Expert, who unpacked the latest tax code changes under OBBA 2025 and the SECURE Act. His insights into Roth conversions, IRA Trust strategies, and estate planning were invaluable for advisors navigating today’s shifting financial landscape.
We were also moved by our “Nonprofit Connection” segment with Jean Kelly, President & CEO of The Interfaith Nutrition Network (The INN), who shared powerful stories of their work fighting hunger and homelessness across Long Island.
Events like these are more than educational—they’re a catalyst for collaboration, innovation, and deeper community engagement. To learn more or join us at future events, reach out to Marie Smith at [email protected].
A heartfelt thank you to our speakers, attendees, and partners for making this morning so impactful.