EPC-CNY Annual Meeting at Tailwater Lodge

Date: Monday, May 6, 2019
Time: 8:30am - 2:00pm
Location: Tailwater Lodge, 52 Pulaski Street, Altmar, NY 13302
Speaker: Clark B. McCleary, CLU, ChFC, AEP (Distinguished)
Join us at the Annual Meeting on Monday, May 6, 2019 at the fabulous Tailwater Lodge in Altmar, NY!
  • Speaker Clark B. McCleary, CLU, ChFC, AEP (Distinguished) (see bio below) will present on the topics of "Life Insurance 5 Years After ATRA 2012" and "What I Would Like To Know About The Life Insurance Business If I Didn't Already Know It (or at least thought I did!)"
  • The event is sponsored by The Upstate Foundation and will include the opportunity to earn 3 Continuing Education credits.
  •  Members can register here or my mail, email or fax to:

Charlotte G. Crandall, Council Executive

Estate Planning Council of CNY

State Tower Bldg., Suite 1A

109 S. Warren St.

Syracuse, NY 13202


fax: 315-474-6775

Please RSVP no later than Tuesday, April 30, 2019.

  •  Non-Members must print and mail the attached Registration form along with payment.
  • See the attached Meeting Notice, Business Schedule, & Reservation Form for more important details!

**Members will also have the opportunity to arrive on Sunday, May 5th for an “Informal Gathering to Discuss Various Topics” from 5-7 PM, followed by a cocktail reception at 7PM.  Enjoy the property with discounted room rates and access to features like a pool, health club, game rooms, fire pits, and spa services**

** Discount code for those booking rooms: ESTATE **

Get a taste of the beauty of the venue and the great amenities by checking out their website here.

NOTE: Please see the red-lined and final versions of the proposed EPC of CNY By-Laws attached below.

Related Document(s):

See Upcoming Event Calendar