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Upcoming Events

12 Aug 2020
NAEPC Webinar: Creative Ways to Fund Business Owner Retirement

09 Sep 2020
NAEPC Webinar - Zen and the Art of Trust Modification

10 Sep 2020
Chapter Meeting - Trust Litigation

14 Oct 2020
NAEPC Webinar: International Planning

02 Dec 2020
Chapter Meeting -

09 Dec 2020
NAEPC Webinar - TBD

Affiliated with

National Association
of Estate Planners &
Councils

Platinum Sponsors

Best Times Financial Planning

CNB - Wealth Management

ESL Trust Services

Finger Lakes Financial Services, Inc.

Thorley Wealth Management

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