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

17 Sep 2019
New York - Florida Snowbirds

18 Oct 2019
Joint Meeting with Monroe County Bar AssociationFriday

05 Nov 2019
56th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Estate Planning Council Leaders

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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