Events

Joint Meeting with the Monroe County Bar Association ZOOM
Friday, October 29, 2021, 10:00am - 12:00pm
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Joint Meeting with the Monroe County Bar Association ZOOM

Date: Friday, October 29, 2021

Time:  10:00 AM -12:00 Noon, VIRTUAL MEETING

Topic: .Diversity, Equity, and Inclusion in Estate Planning

PRESENTERS:

Kit Mac Nee, CFP, CRPC, CSPG, AEP, Morgan Stanley

Karen Schaefer, Esq., Barclay Damon LLP

Rachelle Nuhfer, Esq., Barclay Damon LLP

Coordinators: 

Maria Caton, Canandaigua national Bank & Trust for EPC;

Jeremy Sedelmeyer, Esq., Boylan Code for MCBA.

 

 

To register please email Susan Hearn at This email address is being protected from spambots. You need JavaScript enabled to view it.

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