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Financial Services and Trust Accounting

ABA Retirement Funds Program

Partner Category: Discount Provider

The ABA Retirement Funds Program has been serving the retirement needs of the legal community for over 50 years. In 1963, the ABA Retirement Funds Program (“the Program”) was established to offer unique retirement solutions exclusively to the legal community. Created as a not-for-profit corporation, the ABA Retirement Funds encourages retirement savings by lawyers and leverages its membership to bring together premiere service providers.  Call (866) 812-3580 for more info or visit the website below.

Free Trust Accounting & Billing Software by Smokeball


All NYSBA members have access to free Smokeball Bill subscriptions (a $588 per user/per year value). Manage trust accounting more compliantly, bill easily, and get paid faster with this free subscription.

Features of Smokeball Bill include:

  • Trust Accounting & Reporting
  • Billing
  • Time & Expense Tracking
  • Invoice Templates
  • Accounts Receivable
  • Online Payment Options

UBS Financial Education Program

Partner Category: Discount Provider

Even accomplished, successful attorneys can feel unsure about certain aspects of their finances and investments. That’s why UBS is offering complimentary access to a private financial education program created exclusively for New York State Bar Association Members

 

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