EPC Annual Meeting & Program; Charitable Trust-When and Why Consider?
Date: Tuesday, May 20, 2025
Time: 4:00pm - 6:30pm
Location: Locust Hill Country Club
Speaker: David Veniskey & Serena Compitello
Estate Planning Council of Rochester Annual Meeting and program; Charitable Trust-When and why consider?
Presented by: David P Veniskey, CPA, AEP &
Serena M Compitello, Esq., Trust Counsel, Tompkins Financial Advisors
This one hour presentation explores the benefits derived from the establishment of a self-funded Charitable trust and discuss the options and alternatives available to achieve the donors desired results. This program will include 1CE credit.
4:00pm Annual Meeting with Barbara Clemons, EPC President
4:30pm Charitable Trust program
5:30pm Networking time along with light hors d'oeuvres and a cash bar
