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Council Documents

Document Name Date Added
Current EPC-CNY Membership Application 2018-01-03
EPC-CNY Application 2017-2018 (PDF version) 2018-01-03
EPC-CNY Application 2017-2018 (Word version) 2018-01-03
EPC-CNY 2016-17 Nominations Ballot 2016-05-01
EPC Proposed Board Slate for 2018-2019 2018-04-25
NAEPC Programs & Services for Members of EPC's 2017-01-23
AEP Designation - Everything You Need to Know 2017-01-23
AEP Council Nomination Program Kit 2017-01-23
100 Questions Plus - sneak peak 2017-09-22

Meeting Information 2013-2014

Document Name Date Added
Dec 2014 EPC Meeting Notice 2020-12-15
NAEPC 51st Annual Conf. November 2014 2020-12-15
Dec. 2013 Meeting Reservation Form 2020-12-15
Sept. 2013 Meeting Reservation Form 2020-12-15
Elder Fair Flyer 2013 2020-12-15
Sept 2014 Meeting Notice 2020-12-15
2014 EPC Annual Mtg Reservation Form 2020-12-15
May 7 2014 Annual Mtg flyer 2020-12-15
April 2014 Meeting Reservation Form 2020-12-15
Meeting Notice March 2014 2020-12-15

Meeting Information 2015-2016

Document Name Date Added
March 2016 Meeting Notice 2020-12-15
November meeting presentation summary 2020-12-15
EPC CNY Feb 2016 Meeting Notice 2020-12-15
HPT Presentation Outline 2020-12-15
September 2016 Meeting Notice 2020-12-15
May 2015 Luncheon & Seminar Registration Form 2020-12-15
Flyer for May 2015 Annual Meeting Luncheon/Seminar 2020-12-15
Jan 2016 Joint Mtg Notice 2020-12-15
EPC May 2016 Reservation Form 2020-12-15
EPC 2016 May Annual Mtg Flyer 2020-12-15
April2015 EPC Meeting Notice 2020-12-15
Presentation from Dec. 11 2015 Meeting by C. Sprock 2020-12-15
Breakfast Roundtable Flyer for 4-12-16 2020-12-15
March 2015 Meeting Notice 2020-12-15
Dec 2015 EPC Meeting Notice 2020-12-15
December 2016 Meeting Notice 2020-12-15
November 2015 Meeting Notice 2020-12-15
February 2015 Meeting Notice 2020-12-15
Meeting notice for Jan. 2015 Joint Mtg. w/Society of FSP CNY 2020-12-15
November 2016 Meeting Notice 2020-12-15
Sept 2015 Meeting Reservation Form 2020-12-15
Map for March 2016 Meeting
Map.jpg (31K)
2020-12-15

Meeting Information 2017-2018

Document Name Date Added
EPC February 2018 Meeting Flyer 2020-12-15
EPCCNY March 2017 Meeting Notice 2020-12-15
CNY CommFound Event Flyer 10/19/17 2020-12-15
Breakfast Roundtable Flyer 1-31-18 2020-12-15
2017 Annual Meeting Save the Date Postcard 2020-12-15
EPC September 2018 Meeting Notice 2020-12-15
2018 flyer for PA event 2020-12-15
Aug 24 BB Meeting Notice 2020-12-15
Sept 2017 Meeting Notice 2020-12-15
The Intersection of Estate Planning, Financial Planning & Income Tax 2020-12-15
Brown Bag Luncheon Flyer Aug2017 2020-12-15
January 2018 Meeting Notice 2020-12-15
Brown Bag Flyer Aug 2018 2020-12-15
February 2017 Program Agenda 2020-12-15
S. Goldberg presentation document 2020-12-15
Brown Bag Luncheon Flyer - July 2020-12-15
February 2017 Meeting Notice 2020-12-15
Brown Bag Luncheon Notice for 6/21/17 2020-12-15
May 2018 EPC Annual Meeting Seminar Notice 2020-12-15
EPC Dec 2017 Meeting Notice 2020-12-15
Breakfast Roundtable Flyer May 9 2018 2020-12-15
EPC Annual Meeting Reservation Form May2018 2020-12-15
Nov. 2017 Mtg Notice 2020-12-15
Brown Bag Luncheon Flyer 5-24-17 2020-12-15
Breakfast Roundtable Flyer 10-31-17 2020-12-15
Jan 2017 Meeting Notice 2020-12-15
Agenda for 2018 Annual Meeting 2020-12-15
2017 Elder Law Fair Flyer 2020-12-15
2017 CNY Comm. Found. Event 2020-12-15
March 2018 Meeting Notice 2020-12-15
May 2017 Annual Meeting & Seminar Reservation Form 2020-12-15
December 2018 Meeting Notice 2020-12-15
Oct 27 2017 Brown Bag Lunch Notice 2020-12-15
May 2017 Annual Meeting & Seminar Notice 2020-12-15
Nov 2018 Meeting Notice 2020-12-15
D.Poole outline 2020-12-15

Meeting Information 2019

Document Name Date Added
July 2019 Brown Bag Seminar Notice 2020-12-15
June 2019 Breakfast Roundtable Notice 2020-12-15
March 2019 EPC Meeting Notice 2020-12-15
2019 Elder Law Fair flyer 2020-12-15
Federal Tax Update info 2020-12-15
Feb 2019 Breakfast Roundtable flyer 2020-12-15
EPC-FSP Joint Mtg Notice - Dec 2019 2020-12-15
EPC CNY February 2019 Meeting Notice 2020-12-15
Nov 2019 Evening Meeting Notice 2020-12-15
Breakfast Roundtable 10 31 19 2020-12-15
Jan 2019 Meeting Notice EPC & FSP 2020-12-15
Meeting Notice for EPC May 2019 2020-12-15
Flyer for PA Event Oct 2019 2020-12-15
2019 Annual Meeting Reservation Form 2020-12-15
2019 Annual Meeting Business Schedule 2020-12-15
Sept. 2019 Meeting Notice 2020-12-15
2019 Annual Meeting Seminar Notice 2020-12-15
Parking information for CNY Philanthropy Center 2020-12-15

Meeting Information 2020

Document Name Date Added
February 2020 meeting notice 2020-12-15
Presentation for Feb 2020 meeting 2020-12-15
January 2020 Meeting Notice 2020-12-15
Virtual CE Event Flyer 2020-12-15
EPC FSP Seminar Flyer 2020-12-15
Presentation info for Sept 2020 mtg 2020-12-15

Members Only Documents

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Next Gen Event Documents

Document Name Date Added
Next Gen Rooftop Party invite June 2019 2020-12-15
Next Gen Rooftop Invite June 2018 2020-12-15
June 5 2019 Next Gen Rooftop Party Notice 2020-12-15
Syracuse Trivia Flyer - 10/1/2020 2020-12-15
NextGen Trivia Event Flyer 2020-12-15
Next Gen March Madness Invite 2020-12-15

Speaker biographies (2013-2020)

Document Name Date Added
C McCleary bio with pic 2020-12-07
David J. Zumpano bio 2020-12-07
Sharon McAuliffe Bio 2020-12-07
Bio for Don Poole 2020-12-07
Bio for Robert M. Vandy 2020-12-07
Samuel Donaldson bio 2020-12-07
Peter Karl, CPA, Esq. Bio
BIO.doc (29K)
2020-12-07
Bio William T Kriesel 2020-12-07
Mark Alton Bio 2020-12-07
Bio for Audrey Patrone Peartree, J.D. 2020-12-07
Bio for Joseph Caldwell 2020-12-07
P. Torrisi Bio 2020-12-07
Bio for Steven G Siegel 2020-12-07
Anthony Dannible bio 2020-12-07
Bio for Nancy E. Klotz, J.D. 2020-12-07
Bio Janine Price 2020-12-07
A. Longstreet Bio 2020-12-07
Bio for Morgan R Thurston 2020-12-07
Robert DeMarco, Esq. bio 2020-12-07
K. Mac Nee bio 2020-12-07
Bio for Jenny Hicks Ackley 2020-12-07
Marion Hancock Fish Bio 2020-12-07
Bio for Dr. Slavutin 2020-12-07
Maria Motsavage Bio 2020-12-07
Bio for Jeffrey R. Hoenle & Ruth F. Raftery 2020-12-07
Bio for Austin Bramwell, Esq. 2020-12-07
Anthony A. Marrone Bio 2020-12-07
Bio John Warnick 2020-12-07
Bio - Mary Anne Cody 2020-12-07
Bio for Al W. King III, J.D., LL.M., AEP (Distingu 2020-12-07
Turney Berry, JD, AEP Bio 2020-12-07
Entenmann bio 2020-12-07
S. Donaldson bio 2020-12-07
Honorable Ava S. Raphael Bio 2020-12-07
Bio for Peter Karl 2020-12-07
Bio for Austin Bramwell, Esq. 2020-12-07
Casey Sprock Bio 2015 2020-12-07
Bio T., Bezigian, Jr. 2020-12-07
Bio for Stan Smiley, Esq. 2020-12-07
John King Bio 2020-12-07
Bio for Sy Goldberg 2020-12-07
Liza Magley Bio 2020-12-07
Bio for Stanley R. Smiley, Esq. 2020-12-07
Bio for Tom Rogerson 2020-12-07
Bio for Mark Alton 2020-12-07
Richard Engel Bio 2020-12-07
Georgia Crinnin Bio 2020-12-07
Bio Theordore J. Sarenski 2020-12-07
B. Haynes bio 2020-12-07
Kate Reid Bio 2020-12-07
Joseph V. Falanga Bio 2020-12-07
Bio for A. Longstreet, Moderator 2020-12-07
Joel T. Redmond bio 2020-12-07
Casey Sprock bio 2020-12-07
Richard Weber Bio 2020-12-07
Bios for November Luncheon 2020-12-07