The purpose of the Estate Planning Council of Rochester, New York (Council) shall be to provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.
NOTE: Paper handouts will not be provided at meetings.
Please use links below to print a copy of your handouts or save PDFs to your electronic device.
|22 Mar 2023|
Insurance Policy Review and Case Studies
|24 May 2023|
Annual Meeting and Unique Assets