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The Estate Planning Council of Central New York (ECPCNY) has been recognized as a Council of Excellence by the National Association of Estate Planners & Councils (NAEPC) as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.  Also, EPCCNY member S. Mark Alton has been elected National President for 2019.

 “Of course we are thrilled that our CNY Chapter, one of the nation’s longest in existence chapter, was awarded The Nationwide Council of Excellence Award for 2018-19, but also to have S. Mark Alton, CFP, of the CNY Chapter elected as National President for 2019 in Fort Lauderdale last week.”

- David Treichler, EPCCNY 2018-19 President

 

Estate Planning Council of CNY Elects New President and Board

 

The Estate Planning Council of Central New York, Inc. announced that it recently elected David W. Treichler, owner and investment executive at Arabella Wealth Advisors in Syracuse, as its new president.

 

Treichler was sworn into office at the Estate Planning Council’s annual meeting at the Genesee Grande Hotel in Syracuse, along with the council’s new board members.

 

The 2018-2019 Estate Planning Council of CNY full slate of officers are:

 

 •   President: David W. Treichler, Arabella Wealth Advisors

 •   Vice President: Robert D. Scolaro, Scolaro Law, PLLC

 •   Secretary: Jennifer Alfieri, Tompkins Financial Advisors

 •   Treasurer: Mary Anne Cody, Mackenzie Hughes LLP

 •   Immediate Past President: Patricia P. Greenhouse, Dermody, Burke & Brown, CPAs, LLC

 •   Sergeant-at-Arms & Director: Thomas M. Griffith, Central New York Community Foundation

The Estate Planning Council’s board directors are: Alyssa M. Barreiro, Wilmington Trust; Virginia F. Calvert, Melvin & Calvert Law Firm, PC; Lee M. Gatta, Prudential Financial; Sandra L. Kalbach, Solvay Bank; Richard C. Murphy, Richard C. Murphy Insurance & Financial Planning Concepts; Tammy L. Reyes, Firley, Moran, Freer & Eassa, CPA, P.C.; Theodore J. Sarenski, Blue Ocean Strategic Capital, LLC; Kevin R. Sullivan, Rockbridge Investment Management; Susan D. Viel, D’Arcangelo & Co., LLP.

David W. Treichler (left), owner and investment executive at Arabella Wealth Advisors in Syracuse, is the new president of Planning Council of Central New York, Inc. Shaking his hand and holding the plaque is the council’s immediate past preside P. Greenhouse, CPA and senior manager at Dermody, Burke & Brown, CPAs, LLC in Syracuse. (PHOTO CREDIT: Estate Planning Council of CNY)

 

 

 

EPC Member Survey

Thank you to all that have participated in our EPC Member Survey.  If you have not yet had a chance to complete the survey, we would like to hear from you.  Please complete the survey by visiting  https://www.surveymonkey.com/r/W8YLDDQ .   Your opinion is valued and is vital in making changes that will benefit our members.

Estate Planning Council of Central New York is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.