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Upcoming Events

02 Dec 2020
Chapter Webinar - Update on New York’s Administration of Digital Assets Act

09 Dec 2020
NAEPC Webinar: Virtual Shift

26 Jan 2021
Chapter Meeting - Succession Planning and Family Drama: How We All Can Help

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

11 May 2021
Chapter Webinar - Changes to Estate Planning as a Result of the COVID-19 Pandemic

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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