Links

Hits: 430
ACT Rochester
Hits: 416
CGR
Hits: 617
Financial Planning Association of Greater Rochester, New York
Hits: 393
FSP Rochester Chapter - Society of Financial Service Professionals
Hits: 521
Internal Revenue Service
Hits: 457
Monroe County Bar Association
Hits: 450
National Association of Charitable Gift Planners
Hits: 401
National Bankers Association
Hits: 486
NYS Department of Financial Services
Hits: 445
NYS of Health
Hits: 450
NYS Society of CPA's
Hits: 422
Philanthropic Planning Group of Greater Rochester, New York
Hits: 366
Society of Financial Service Professionals - Rochester Chapter
Hits: 385
The Community Foundation - Rochester
Hits: 469
United Way of Greater Rochester
Hits: 100
3.18.2020 EPC Meeting Handouts

Upcoming Events

30 Oct 2020
Joint Program with Monroe County Bar Association

02 Dec 2020
Chapter Webinar - Update on Estate Planning for Digital Assets

09 Dec 2020
NAEPC Webinar: Virtual Shift

26 Jan 2021
Chapter Meeting - Succession Planning & Family Drama

02 Mar 2021
Chapter Webinar - Medicare, Medicaid & Health Care Costs Considerations during Retirement

Affiliated with

National Association
of Estate Planners &
Councils

Platinum Sponsors

Best Times Financial Planning

CNB - Wealth Management

ESL Trust Services

Finger Lakes Financial Services, Inc.

Thorley Wealth Management

JSN Boot template designed by JoomlaShine.com