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The event calendar shows upcoming club events. Select a view then use the navigation buttons to move between dates. Click on the event to view more information, including the event description, times, location, fees and any rules regarding attendance; you can also register for events from this screen. Click on the magnifying glass on the toolbar to see search and filter options.
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Future Events

December, 2025

Tuesday
2
AlTi Tiedemann Global
Tue, Dec 2, 2025 at 11:45 AM
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Unprecedented numbers of US citizens are seeking additional or alternative passports or residences. This program will examine why they are doing so and why the choice of countries has recently changed. We will also discuss investment options, as well as US tax rules impacting Americans living abroad or having foreign assets or foreign sources of income.
Market update/sentiment;
Some of the key issues that arise when structuring such investments;
Troubleshooting common investor concerns
Tuesday
16
Colombus Citizens Foundation
Tue, Dec 16, 2025 at 5:30 PM
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Unwind and celebrate the season with us!

December 16th, 5:30-8:30 PM
Columbus Citizen‘s Foundation
(AGM for STEP Members starts at 7 pm)

Space is limited. Please register ONE person per registration - either a STEP Member or a Non-Member. Thank you.

March, 2026

Wednesday
25
Marriott Marquis Time Square
Wed, Mar 25, 2026 at 6:00 PM
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Join us for the STEP NY IEP Institute, a comprehensive two-day event designed for legal and financial professionals specializing in estate planning. This program offers in-depth workshops, expert-led sessions, and networking opportunities to enhance your knowledge and skills in individual estate planning strategies. Gain practical insights, stay current on industry trends, and connect with peers in a collaborative learning environment.

What‘s new about the 2026 IEP?
- Lower registration rates
- Easy registration process (no need to log in or sign up)
- New location - Marriott Marquis in Times Square
Thursday
26
Marriott Marquis Time Square
Thu, Mar 26, 2026 at 6:00 PM
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Join us for the STEP NY IEP Institute, a comprehensive two-day event designed for legal and financial professionals specializing in estate planning. This program offers in-depth workshops, expert-led sessions, and networking opportunities to enhance your knowledge and skills in individual estate planning strategies. Gain practical insights, stay current on industry trends, and connect with peers in a collaborative learning environment.

What‘s new about the 2026 IEP?
- Lower registration rates
- Easy registration process (no need to log in or sign up)
- New location - Marriott Marquis in Times Square
Friday
27
Marriott Marquis Time Square
Fri, Mar 27, 2026 at 6:00 PM
More Info
Less Info
Join us for the STEP NY IEP Institute, a comprehensive two-day event designed for legal and financial professionals specializing in estate planning. This program offers in-depth workshops, expert-led sessions, and networking opportunities to enhance your knowledge and skills in individual estate planning strategies. Gain practical insights, stay current on industry trends, and connect with peers in a collaborative learning environment.

What‘s new about the 2026 IEP?
- Lower registration rates
- Easy registration process (no need to log in or sign up)
- New location - Marriott Marquis in Times Square