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

13 May 2020
NAEPC Webinar - Collaboration Matters: Working Together to Produce Extraordinary Results

20 May 2020
Annual Meeting - SECURE Act: Impact on Estate Planning

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

08 Jul 2020
NAEPC Webinar - TBD

12 Aug 2020
NAEPC Webinar - TBD

09 Sep 2020
NAEPC Webinar - Zen and the Art of Trust Modification

10 Sep 2020
Chapter Meeting - Trust Litigation

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

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