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Annual Meeting - SECURE Act: Impact on Estate Planning
Wednesday, May 20, 2020, 03:30pm - 06:00pm
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Date: Wednesday, May 20, 2020, Annual Meeting and Program 4 PM – 5:15 PM, with registration at 3:30 PM.

Location: Irondequoit Country Club

Topic: SECURE Act: Impact on Estate Planning

Speakers: Dean Mioli, CFP, CIMA, CLU, CPA/PFS and Nicholas Proukou, Esq

Coordinator: Craig Gingerich, CFP®, AIF®, CHSA®

This meeting includes a Member Recruiting Reception. Invite a prospective member to attend. Your guest will receive a complimentary drink ticket.

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