Events

Chapter Meeting
Thursday, September 09, 2021, 03:00pm - 05:00pm
Hits : 167
 

EPC LogoEstate Planning Council of Rochester

Chapter Program

"Changes to Estate Planning as a Result of the COVID 19 Pandemic Part 2 Taxes and Recent Legislation"

Thursday, September 9, 2021

 *** time change *** Afternoon Program!

3:30 - 4:30 PM on ZOOM 

with half hour to Network until 5:00 PM

 

Register Now!

I can't make it

When

Thursday, September 9, 2021 from 3:30 PM to 5:00 PM EDT

Add to Calendar

EPC of Rochester and ZOOM will send out separate ZOOM URLs after registration confirmation, the week of September 6th

PLEASE DO NOT SHARE YOUR UNIQUE LOGIN

EPC

Platinum

 Sponsors

This email address is being protected from spambots. You need JavaScript enabled to view it. 

Finger Lakes Financial

Services Inc., Victor, NY

2019 EPC Sponsor

EPC Gold Sponsor(s)



 

  

 

 

2019 EPC Sponsor

 



 

EPC Silver Sponsor(s)

Bank of America Private Bank

Tompkins Financial Advisors

Become a Sponsor here

Please register now to attend the EPC of Rochester Chapter Program "Changes to Estate Planning as a Result of the COVID 19 Pandemic Part 2 Taxes and Recent Legislation"

Speakers are John Owens, CFP, EA with Brooklyn FI and Timothy Muck, Esq. Barclay Damon, LLP.

This is an AFTERNOON ZOOM PROGRAM

3:30 - 4:30 PM Program followed by Networking and Chat Rooms until 5:00 PM

One Continuing Education Credit is Pending for ALL Disciplines To earn CE credits attendees must Register and attend, staying to the end.  

COMPLETE THE SPEAKER EVALUATION FORM at the end of the completed session only once.  Lawyers will need to enter the codes given by the speakers.

**PLEASE NOTE: Speaker Handout link will be sent to you electronically in advance of the program.

It is your responsibility to print if you would like a hard copy or to open on another device to view during the program.**

About the Program

*The Legislative Landscape: an overview

 *A look at the recent, pending, and proposed lesislation

*Strategies for navigating Estate Planning Changes          

*Strategies for navigating Tax Planning Changes

*2021 Year-End Planning Checklist

*Question & Answer time slot

John Owens CFP

John Owens, CFP, EA is the Lead Planning for Brooklyn FI. He is an enrolled agent focused on helping individuals and families navigate significant life changes. He helps clients navigate complex topics like stock options, starting a family, and tax planning issues.

After working predominantly with retirees as the Director of Financial Planning and Tax at a mid-sized firm in Michigan, John realized he wanted to bring his expertise to younger clients and joined Brooklyn FI in 2020.

Click for John Owens LinkedIn

Timothy Muck, Esq.

Barclay Damon

Attorney of Record for CLE questions 

Timothy Muck Esq.

Timothy Muck, Esq. Barclay Damon, LLP concentrates his practice on developing through estate planning, tax, and business succession. Tim also has extensive expedient counseling business owners as part of business succession planning including transitioning ownership among family business.

Click Link for Full Bio 

Cost To Attend

EPC Rochester Members  

Complimentary (included in your 2021-20212 dues)
Leave Promo Code Blank

First time Guests who are prospective members will receive complimentary attendance:
Use Promo Code: FIRSTTIME


Please Contact EPC for Complimentary Registration by calling 585-586-6906 or emailing This email address is being protected from spambots. You need JavaScript enabled to view it..

Guests who do NOT qualify for Membership - $20

Leave Promo Code Blank

All others guests - $99
Leave Promo Code Blank

Attorneys with less than five years experience and working for a firm of less than five attorneys shall receive a 50% discount to attend all EPC meetings. Further, all law students who register in advance shall be admitted to the classes for free.

One Continuing Education Credit is Pending for ALL Disciplines To earn CE credits attendees must Register and attend, staying to the end.  

COMPLETE THE SPEAKER EVALUATION FORM at the end of the completed session only once.  Lawyers will need to enter the codes given by the speakers.

**PLEASE NOTE: Speaker Handout link will be sent to you electronically in advance of the program.

It is your responsibility to print if you would like a hard copy or to open on another device to view during the program.**

 

Register Now!

I can't make it

 


 

   

 

Platinum Sponsors

JSN Boot template designed by JoomlaShine.com