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Upcoming Events

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

10 Mar 2021
NAEPC - Diversity, Equity and Inclusion

01 Apr 2021
NAEPC Webinar: Methods to Fund Buy-Sell Agreements

21 Apr 2021
NAEPC Webinar - Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose

29 Apr 2021
*** April Network Event ***

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

12 May 2021
NAEPC - 529 Planning

09 Jun 2021
NAEPC Webinar - Tax-Smart Charitable Giving, Especially with Retirement Assets

14 Jul 2021
NAEPC Webinar - TBD

11 Aug 2021
NAEPC Webinar - TBD

Affiliated with

National Association
of Estate Planners &
Councils

Platinum Sponsors

CNB - Wealth Management

ESL Trust Services

Finger Lakes Financial Services, Inc.

Welker, Mojsej & Delvecchio

Woods Oviatt Gilman

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