Links

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ACT Rochester
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CGR
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Financial Planning Association of Greater Rochester, New York
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FSP Rochester Chapter - Society of Financial Service Professionals
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Internal Revenue Service
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Monroe County Bar Association
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National Association of Charitable Gift Planners
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National Bankers Association
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NYS Department of Financial Services
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NYS of Health
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NYS Society of CPA's
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Philanthropic Planning Group of Greater Rochester, New York
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Society of Financial Service Professionals - Rochester Chapter
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The Community Foundation - Rochester
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United Way of Greater Rochester

Upcoming Events

29 Jan 2020
NAEPC Webinar - Life Settlement Legal and Ethical Responsibility

12 Feb 2020
NAEPC Webinar - Basis Step-Up Strategies in Light of Portability and Tax Law Changes

11 Mar 2020
NAEPC Webinar - Charitable Giving and Tax Planning Strategies in the TCJA Era

18 Mar 2020
Chapter Meeting - Diversification of Assets

08 Apr 2020
NAEPC Webinar - The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process

13 May 2020
NAEPC Webinar - TBD

20 May 2020
Chapter Meeting - Medicare/Medicaid

10 Jun 2020
NAEPC Webinar - Planning Team Revenue Opportunities Generated by New Tax Law

08 Jul 2020
NAEPC Webinar - TBD

Affiliated with

National Association
of Estate Planners &
Councils

Platinum Sponsors

Best Times Financial Planning

Centra Financial Group

Harris Beach

Sage Rutty

Woods Oviatt Gilman

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