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Upcoming Events

01 Oct 2020
NAEPC Webinar: Multiplying Assets in a Pandemic Era

14 Oct 2020
NAEPC Webinar: Planning for International Families in a time of COVID-19

30 Oct 2020
Joint Program with Monroe County Bar Association

02 Dec 2020
Chapter Webinar - Update on Estate Planning for Digital Assets

09 Dec 2020
NAEPC Webinar: Virtual Shift

20 Jan 2021
Chapter Meeting - Succession Planning & Family Drama

02 Mar 2021
Chapter Webinar - Medicare, Medicaid & Health Care Costs Considerations during Retirement

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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