Friday, October 12, 2018 Joint Meeting with the Monroe County Bar Association
Mark Alton, CFP, ChFC, CLU, CAP, AEP, MSFS, CPWA - Morgan Stanley Wealth Management
Ballroom 384 at City Grill
8:30 AM. Registration, Continental Breakfast and Business Networking
9:00 AM - 12:00 NOON Program
Mark has been advising multi-generational families of wealth and family enterprises since 1991. He currently serves as President-Elect of NAEPC and past chair of its Advanced Estate Planning Strategies Conference and the Multi-Disciplinary Teaming and Professional Collaboration Committees.
He also chairs the Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting and financial service organizations in the country, including two sections within the ABA, two sections within the American Institute of Certified Public Accountants, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals, The American Association of Attorney-Certified Public Accountants, the Partnership for Philanthropic Planning, and the Society of Trust and Estate Practitioners.
REGISTRATION IS BEING COORDINATED BY THE MCBA STAFF.
You must complete the form and mail it with your check payment
If you wish to pay by credit card - complete the form and fax it directly
to the MCBA at (585) 546-1807
The MCBA web site is www.mcba.org/calendar/
Be sure to indicate that you are a member of EPC to receive
the discount price of $90.