Estate & Tax Planning Applications for Market-Based Life Insurance Valuations - February Luncheon Meeting

Date: Thursday, February 15, 2018
Time: 11:45am - 1:30pm
Location: Crowne Plaza Hotel - LaFayette Room, 701 E. Genesee St., Syracuse, NY
Speaker: Don W. Poole

Our montly luncheon meeting will be held at the Crowne Plaza Hotel in the LaFayette Room on Thursday, February 15th. (meeting flyer is attached below)

Don W. Poole, Director of the NY Office of Ashar Group, will be our speaker and his topic is "Estate and Tax Planning Applications for Market-Based Life Insurance Valuations".   (Speaker bio & program outline attached)

ONE HOUR OF INSURANCE and CFP CONTINUING EDUCATION CREDIT APPLIED FOR

BY THE FSP-CNY CHAPTER

ONE HOUR OF CONTINUING LEGAL EDUCATION IN AREA OF PROFESSIONAL PRACTICE PROVIDED BY MACKENZIE HUGHES LLP, A NYS CLE ACCREDITED PROVIDER

This program is suitable for newly admitted attorneys

Moderator Ami Setright Longstreet (bio attached)

ONE HOUR OF CONTINUING PROFESSIONAL EDUCATION IN TAXATION PROVIDED BY

MACKENZIE HUGHES LLP, A NYS CPE ACCREDITED PROVIDER, SPONSOR #002121

This event is free for EPC paid members.  The cost for guests is $30.

*EVERYONE MUST MAKE A RESERVATION IN ADVANCE!*

Please RSVP no later than Noon on Monday, February 12, 2018.  

Members may RSVP through the website by indicating their meal choice.  Guest reservations must  be mailed with the attached reservation form and a check to:

Charlotte G. Crandall, Council Executive

Estate Planning Council of CNY

606 State Tower Bldg.

Syracuse, NY  13202

Related Document(s):

See Upcoming Event Calendar