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Joint Meeting with Monroe County Bar AssociationFriday
Friday, October 18, 2019, 09:00am - 12:00pm
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EPC Joint Meeting with the Monroe County Bar Association

Friday, October 18, 2019

ALL RESERVATIONS MUST BE MADE WITH THE MCBA

See the Attached Registration Form

Make your reservations now to attend the Estate Planning Council's Joint Meeting with the Monroe County Bar Association - Annual Estate Planning Conference

Date: Friday, October 18, 2019

Time: 9:00 AM - 12:00 PM (8:30 AM breakfast & registration)

Location: Harris Beach PLLC, 99 Garnsey Road, Pittsford, NY

Co-Chair: Nicholas S. Proukou, Esq., Wood Oviatt Gilman, LLP

Co-Chair: Don H. Twietmeyer, Esq., Trevett Cristo P.C.

 

Keynote Speakers: 9:00 AM - 11:00 AM

       Geoffrey Brougher, Esq., Bank of America Private Bank

       Andrew Tanner, Bank of America Private Bank

 

Panel Discussion 11:00 AM - 12:00 NOON

      Robert Brown, Esq., CBEC, ESOP Plus : Schatz Brown Glassman LLP
      Kenneth Burke, CPA, PFS, CBEC, High Falls Advisors Inc.
      Michael Palumbus, ChFC, CBEC, Family Wealth & Legacy, LLC

 

Major Topic: Business Succession Planning

This program will provide an overview on business succession planning from national and local practitioners in multiple disciplines. Andrew Tanner, head of Bank of America Private Bank’s Specialty Asset Management Private Business Group, of Dallas, Texas, and Rochester’s own Geoffrey Brougher, senior vice president/senior trust officer at Bank of America Private Bank, will headline a presentation on the multifaceted issues of business succession planning, followed by a panel discussion of local practitioners to discuss the multifaceted issues that confront professional advisors as they advise their clients on business succession planning. 

Continuing Education Credit is being offered:

MCLE: 3.0 Professional Practice

CEU for CFPs 2 hours keynote; 1 hour Panel PENDING

CPE for CPAs 2 hours keynote; 1 hour Panel PENDING

ICB for Trust Officers 2 hours keynote; 1 hour Panel PENDING

CE for Insurance License Holders  2 hours keynote; 1 hour Panel PENDING

A copy of the Registration Form is Attached

 

Please note:

REGISTRATION IS BEING COORDINATED BY THE MCBA STAFF.

You must complete the form and mail it with your check payment

OR

If you wish to pay by credit card - complete the form and fax it directly

to the MCBA at (585) 546-1807

OR

Register and Pay online at the MCBA Website  link

Be sure to indicate that you are a member of EPC to receive 

the discount price of $105.

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