STEP New York hosts at least 10 events and programs annually. Members are invited to every event and enjoy discounted pricing for most. Potential members and guests are welcome at most, but not all, STEP New York events.

Our events and programs include the following:

• Monthly luncheon programs, typically held from 12:15 to 1:45 in New York City. We host an array of internationally-renowned speakers on a range of topics of interest to our members. In the summer months, these lunches are typically more casual, brown-bag style conversations on a specific issue.
• Quarterly events, longer education sessions (usually 2.5 hours of continuing education credit) featuring panels of international experts. These longer programs include a networking reception following the education session, during which our members connect with one another for business and career networking.
• Annual International Estate Planning Institute, our largest event annually and our branch’s signature event. The Institute, co-hosted by the New York State Bar, takes place every March.
• Finally, from time to time we host private members-only functions. Recent examples included a summertime cocktail party over Park Avenue, a new member reception at the Princeton Club, and a wintertime membership drive happy hour at PwC’s New York office.

For additional information about specific events and programs, please see:

• Upcoming events
• Recent events and programs
• Annual Institute

For any questions about STEP New York events and programs, contact our committee chairs: Programs Chair- Murray Stoltz, MStoltz@tiedemannadvisors.com and Events Chair- Danielle Barrett,  dbarrett@brownadvisory.com.