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
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3.18.2020 EPC Meeting Handouts

Upcoming Events

26 Jan 2021
Chapter Meeting - Succession Planning and Family Drama: How We All Can Help

10 Feb 2021
NAEPC Webinar - Post-Election Estate Planning

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

10 Mar 2021
NAEPC - Diversity, Equity and Inclusion

21 Apr 2021
NAEPC Webinar - TBD

11 May 2021
Chapter Webinar - Changes to Estate Planning as a Result of the COVID-19 Pandemic

12 May 2021
NAEPC - 529 Planning

09 Jun 2021
NAEPC Webinar - Tax-Smart Charitable Giving, Especially with Retirement Assets

14 Jul 2021
NAEPC Webinar - TBD

Affiliated with

National Association
of Estate Planners &
Councils

Platinum Sponsors

CNB - Wealth Management

ESL Trust Services

Finger Lakes Financial Services, Inc.

Welker, Mojsej & Delvecchio

Woods Oviatt Gilman

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