Document Library

Categories

Council Documents

Document Name Date Added
Current EPC-CNY Membership Application
Current EPC Membership Application.doc (34K)
 2018-01-03
EPC-CNY Application 2017-2018 (PDF version)
Estate Planning Council of Central New York Membership Application - 2017-2018.pdf (224K)
 2018-01-03
EPC-CNY Application 2017-2018 (Word version)
Estate Planning Council of Central New York Membership Application - 2017-2018(1).doc (57K)
 2018-01-03
EPC-CNY 2016-17 Nominations Ballot
EPC 2016-17 Nominations Ballot.doc (19K)
 2016-05-01
EPC Proposed Board Slate for 2018-2019
EPC Board Slate for 2018-19.docm (12K)
 2018-04-25
NAEPC Programs & Services for Members of EPC's
NAEPC Programs and Services for Members of EPC's.pdf (834K)
 2017-01-23
AEP Designation - Everything You Need to Know
AEP Designation - Everything You Need to Know.pdf (1170K)
 2017-01-23
AEP Council Nomination Program Kit
AEP Council Nomination Program Kit.pdf (5547K)
 2017-01-23
100 Questions Plus - sneak peak
Scan_2017_09_21_11_34_15_158.pdf (156K)
 2017-09-22

Meeting Information 2013-2014

Document Name Date Added
Dec 2014 EPC Meeting Notice
Dec 2014 EPC Meeting Notice.doc (1299K)
 2020-12-15
NAEPC 51st Annual Conf. November 2014
Save the Date for SAEPC.pdf (94K)
 2020-12-15
Dec. 2013 Meeting Reservation Form
Regular Meeting Notice - Dec.doc (76K)
 2020-12-15
Sept. 2013 Meeting Reservation Form
Regular Meeting Notice Sept2013.doc (66K)
 2020-12-15
Elder Fair Flyer 2013
ELF2013Flier.pdf (448K)
 2020-12-15
Sept 2014 Meeting Notice
EPC Sept 2014Meeting Notice.doc (1314K)
 2020-12-15
2014 EPC Annual Mtg Reservation Form
2014 EPC Annual Mtg. Reservation Form.DOC (41K)
 2020-12-15
May 7 2014 Annual Mtg flyer
May 7 Mtg Notice.doc (27K)
 2020-12-15
April 2014 Meeting Reservation Form
Regular Meeting Notice.doc (75K)
 2020-12-15
Meeting Notice March 2014
Regular Meeting Notice March2014.doc (66K)
 2020-12-15

Meeting Information 2015-2016

Document Name Date Added
March 2016 Meeting Notice
March 2016 Mtg Notice - EPC.doc (1324K)
 2020-12-15
November meeting presentation summary
11-11-16 Presentation Summary.doc (37K)
 2020-12-15
EPC CNY Feb 2016 Meeting Notice
February 2016 EPC Meeting Notice.doc (1323K)
 2020-12-15
HPT Presentation Outline
HPT PC Outline.docx (13K)
 2020-12-15
September 2016 Meeting Notice
Sept. 2016 Meeting Notice.docm (99K)
 2020-12-15
May 2015 Luncheon & Seminar Registration Form
EPC 2015 Reservation Form.doc (44K)
 2020-12-15
Flyer for May 2015 Annual Meeting Luncheon/Seminar
EPC 2015 Annual Mtg.Flyer.doc (1317K)
 2020-12-15
Jan 2016 Joint Mtg Notice
January 2016 Joint Mtg. with Society of FSP CNY Chapter.docm (99K)
 2020-12-15
EPC May 2016 Reservation Form
EPC May 2016 Reservation Form.docm (25K)
 2020-12-15
EPC 2016 May Annual Mtg Flyer
EPC 2016 May Annual Mtg.Flyer.docm (97K)
 2020-12-15
April2015 EPC Meeting Notice
April 2015 EPC Meeting Notice.doc (1324K)
 2020-12-15
Presentation from Dec. 11 2015 Meeting by C. Sprock
EPC Presentation Dec 10 2015.pptx (307K)
 2020-12-15
Breakfast Roundtable Flyer for 4-12-16
Breakfast Roundtable Flyer- 4-12-16.docx (20K)
 2020-12-15
March 2015 Meeting Notice
March 2015 EPC Meeting Notice.docm (99K)
 2020-12-15
Dec 2015 EPC Meeting Notice
December 2015 Meeting Notice.docm (99K)
 2020-12-15
December 2016 Meeting Notice
December. 2016 Meeting Notice.doc (1325K)
 2020-12-15
November 2015 Meeting Notice
November 2015 Meeting Notice.doc (1323K)
 2020-12-15
February 2015 Meeting Notice
February 2015 EPC Meeting Notice.docm (99K)
 2020-12-15
Meeting notice for Jan. 2015 Joint Mtg. w/Society of FSP CNY
January 2015 Joint Mtg. with Society of FSP CNY Chapter.doc (77K)
 2020-12-15
November 2016 Meeting Notice
November. 2016 Meeting Notice.docm (77K)
 2020-12-15
Sept 2015 Meeting Reservation Form
Sept2015Meeting Notice - EPC.docm (100K)
 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
EPC February 2018 Meeting Notice.docm (104K)
 2020-12-15
EPCCNY March 2017 Meeting Notice
EPC March 2017 Meeting Notice.docm (103K)
 2020-12-15
CNY CommFound Event Flyer 10/19/17
2017 flyer.pdf (721K)
 2020-12-15
Breakfast Roundtable Flyer 1-31-18
Breakfast Roundtable Flyer-1-31-18.docx (20K)
 2020-12-15
2017 Annual Meeting Save the Date Postcard
EPCCNY Annual Meeting Presentation Invite w Bleed.pdf (277K)
 2020-12-15
EPC September 2018 Meeting Notice
EPC Sept 2018 Meeting Notice (M0561916xAE349).docm (102K)
 2020-12-15
2018 flyer for PA event
2018 flyer PA event.pdf (752K)
 2020-12-15
Aug 24 BB Meeting Notice
EPC BB August 24 2018.docx (22K)
 2020-12-15
Sept 2017 Meeting Notice
EPC Sept. 2017 Meeting Notice.docm (100K)
 2020-12-15
The Intersection of Estate Planning, Financial Planning & Income Tax
The Intersection of Estate Planning Financial Planning and Income Tax.pdf (166K)
 2020-12-15
Brown Bag Luncheon Flyer Aug2017
EPCCNY Brown Bag Notice Aug2017.docx (14K)
 2020-12-15
January 2018 Meeting Notice
EPC-FSP Jan. 2018 Joint Meeting Notice.doc (1330K)
 2020-12-15
Brown Bag Flyer Aug 2018
EPC BB August 24 2018 (M0538656xAE349).docx (22K)
 2020-12-15
February 2017 Program Agenda
EPC 2-17-17 Program Description.doc (38K)
 2020-12-15
S. Goldberg presentation document
Inherited IRA what the practitioner must know - Syracuse program.pdf (418K)
 2020-12-15
Brown Bag Luncheon Flyer - July
Brown Bag Lunch Notice July.docx (18K)
 2020-12-15
February 2017 Meeting Notice
EPC February 2017 Meeting Notice.docm (81K)
 2020-12-15
Brown Bag Luncheon Notice for 6/21/17
Brown Bag Lunch Notice.DOCX (18K)
 2020-12-15
May 2018 EPC Annual Meeting Seminar Notice
EPC 2018 Annual May Meeting Seminar Notice.docm (104K)
 2020-12-15
EPC Dec 2017 Meeting Notice
EPC Dec 2017 Meeting Notice.docm (103K)
 2020-12-15
Breakfast Roundtable Flyer May 9 2018
Breakfast Roundtable Flyer-5-9-18.docx (19K)
 2020-12-15
EPC Annual Meeting Reservation Form May2018
EPC 2018 Reservation Form.docm (25K)
 2020-12-15
Nov. 2017 Mtg Notice
EPC Mtg Notice-November 2017.doc (1315K)
 2020-12-15
Brown Bag Luncheon Flyer 5-24-17
Brown Bag Luncheon Robert G. Alexander Webinar Series 5-24-17.docx (12K)
 2020-12-15
Breakfast Roundtable Flyer 10-31-17
Breakfast Roundtable Flyer-10-31-17.docx (20K)
 2020-12-15
Jan 2017 Meeting Notice
January 2017 Joint Mtg with Society of FSP CNY Chapter.doc (1324K)
 2020-12-15
Agenda for 2018 Annual Meeting
EPC 2018 Annl Meeting Agenda.jpg (82K)
 2020-12-15
2017 Elder Law Fair Flyer
2017 Elder Law Fair Flyer.pdf (87K)
 2020-12-15
2017 CNY Comm. Found. Event
2017 CNY Comm. Found. Event.pdf (716K)
 2020-12-15
March 2018 Meeting Notice
March 2018 Meeting Notice.docm (100K)
 2020-12-15
May 2017 Annual Meeting & Seminar Reservation Form
EPC 2017 Reservation Form.doc (51K)
 2020-12-15
December 2018 Meeting Notice
December 2018 Meeting Notice.docm (100K)
 2020-12-15
Oct 27 2017 Brown Bag Lunch Notice
Oct 27 2017 Brown Bag lunch (M0496746xAE349).docx (19K)
 2020-12-15
May 2017 Annual Meeting & Seminar Notice
EPC 2017 Annual May Meeting & Seminar Notice.doc (80K)
 2020-12-15
Nov 2018 Meeting Notice
EPCCNY November 2018 Meeting Notice.docm (100K)
 2020-12-15
D.Poole outline
D Poole outline.pdf (140K)
 2020-12-15

Meeting Information 2019

Document Name Date Added
July 2019 Brown Bag Seminar Notice
EPC August 2019 Brown Bag Seminar Notice.docx (14K)
 2020-12-15
June 2019 Breakfast Roundtable Notice
Breakfast Roundtable Flyer-6.28.19.docx (19K)
 2020-12-15
March 2019 EPC Meeting Notice
March 2019 EPC Mtg Notice.docm (100K)
 2020-12-15
2019 Elder Law Fair flyer
Elder Fair flyer 2019.pdf (49K)
 2020-12-15
Federal Tax Update info
FEDERAL TAX UPDATE August 30 2019.pdf (1142K)
 2020-12-15
Feb 2019 Breakfast Roundtable flyer
Breakfast roundtable flyer Feb 2019.pdf (117K)
 2020-12-15
EPC-FSP Joint Mtg Notice - Dec 2019
EPC-FSP December 2019 Joint Meeting Notice.docm (103K)
 2020-12-15
EPC CNY February 2019 Meeting Notice
February 2019 Meeting Notice.docm (100K)
 2020-12-15
Nov 2019 Evening Meeting Notice
Nov 2019 Evening Mtg Notice.doc (1325K)
 2020-12-15
Breakfast Roundtable 10 31 19
New Breakfast Roundtable Flyer-10 31 19.docx (20K)
 2020-12-15
Jan 2019 Meeting Notice EPC & FSP
1-18-19 Joint EPC & FSP Mtg. Notice.docm (103K)
 2020-12-15
Meeting Notice for EPC May 2019
New Meeting Notice for EPC May 2019.pdf (105K)
 2020-12-15
Flyer for PA Event Oct 2019
flyer PA Event Oct 2019.pdf (289K)
 2020-12-15
2019 Annual Meeting Reservation Form
EPC of CNY - May 6 2019 Reservation Form.docm (25K)
 2020-12-15
2019 Annual Meeting Business Schedule
EPC of CNY - 2019 ANNUAL MEETING BUSINESS SCHEDULE.docm (13K)
 2020-12-15
Sept. 2019 Meeting Notice
September 2019 Meeting Notice.doc (1332K)
 2020-12-15
2019 Annual Meeting Seminar Notice
EPC of CNY - 2019 Annual May Meeting Seminar Notice.docm (99K)
 2020-12-15
Parking information for CNY Philanthropy Center
Parking information for Sept 2019.pdf (663K)
 2020-12-15

Meeting Information 2020

Document Name Date Added
February 2020 meeting notice
February 2020 Meeting Notice.docm (103K)
 2020-12-15
Presentation for Feb 2020 meeting
Social Security 1-25-2020.pptx (1502K)
 2020-12-15
January 2020 Meeting Notice
January 2020 Meeting Notice.docm (102K)
 2020-12-15
Virtual CE Event Flyer
Virtual CE Flyer.pdf (548K)
 2020-12-15
EPC FSP Seminar Flyer
EPC FSP Seminar Flyer.pdf (117K)
 2020-12-15
Presentation info for Sept 2020 mtg
CNYEPC Program.Presentation Five Savvy Strategies for Tomorrows Retiree (M0702091xAE349).pdf (485K)
 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
June 5 Next Gen Rooftop Party.pdf (492K)
 2020-12-15
Next Gen Rooftop Invite June 2018
EPC of CNY Roof Top Invite (2).docx (205K)
 2020-12-15
June 5 2019 Next Gen Rooftop Party Notice
June 5 Next Gen Rooftop Party.pdf (492K)
 2020-12-15
Syracuse Trivia Flyer - 10/1/2020
CNYEPC NextGen Trivia Flyer.pdf (134K)
 2020-12-15
NextGen Trivia Event Flyer
NextGen Trivia Flyer.pdf (134K)
 2020-12-15
Next Gen March Madness Invite
Next Gen March Madness Party 3-23-17 - INVITE.PDF (239K)
 2020-12-15

Speaker biographies (2013-2020)

Document Name Date Added
C McCleary bio with pic
C McCleary bio with pic.pdf (220K)
 2020-12-07
David J. Zumpano bio
Zumpano, David, Bio.doc (56K)
 2020-12-07
Sharon McAuliffe Bio
Sharon McAuliffe - Bio 1-Page.pdf (276K)
 2020-12-07
Bio for Don Poole
BIO - Don Poole - Ashar Group.pdf (577K)
 2020-12-07
Bio for Robert M. Vandy
BV-BIO-01-17 VANDY.pdf (138K)
 2020-12-07
Samuel Donaldson bio
S Donaldson bio.pdf (83K)
 2020-12-07
Peter Karl, CPA, Esq. Bio
BIO.doc (29K)
 2020-12-07
Bio William T Kriesel
William T Kriesel Bio - Dec 2014.pdf (125K)
 2020-12-07
Mark Alton Bio
Mark Alton Bio (4).docx (53K)
 2020-12-07
Bio for Audrey Patrone Peartree, J.D.
Audrey Patrone Peartree bio.pdf (363K)
 2020-12-07
Bio for Joseph Caldwell
Bio for Joseph Caldwell.pdf (172K)
 2020-12-07
P. Torrisi Bio
Bio-Torrisi.docx (13K)
 2020-12-07
Bio for Steven G Siegel
Steven G Siegel Bio.pdf (27K)
 2020-12-07
Anthony Dannible bio
Dannible Bio (2013).docm (17K)
 2020-12-07
Bio for Nancy E. Klotz, J.D.
Nancy E. Klotz bio.pdf (9K)
 2020-12-07
Bio Janine Price
Bio for Janine Price.docx (49K)
 2020-12-07
A. Longstreet Bio
Longstreet Bio.pdf (141K)
 2020-12-07
Bio for Morgan R Thurston
Morgan RBIO2016.doc (23K)
 2020-12-07
Robert DeMarco, Esq. bio
Robert DeMarco Bio.doc (19K)
 2020-12-07
K. Mac Nee bio
Kat MacNee Bio 1-2020.docx (13K)
 2020-12-07
Bio for Jenny Hicks Ackley
Jenny Hicks Ackley bio.docx (54K)
 2020-12-07
Marion Hancock Fish Bio
Marion Hancock Fish Bio (H2354944x7A869).pdf (27K)
 2020-12-07
Bio for Dr. Slavutin
Slavutin Bio.tif (49K)
 2020-12-07
Maria Motsavage Bio
Bio for Maria MotsavageMaria Motsavage.pdf (128K)
 2020-12-07
Bio for Jeffrey R. Hoenle & Ruth F. Raftery
Jeffrey R Hoenle, CFP, CRPC, AEP and Ruth F. Raftery, JD, CPA.pdf (111K)
 2020-12-07
Bio for Austin Bramwell, Esq.
Bramwell, Austin_TE_NY (4828-0565-6597-1).docx (137K)
 2020-12-07
Anthony A. Marrone Bio
Anthony A. Marrone Bio.doc (44K)
 2020-12-07
Bio John Warnick
Bio for Syracuse Estate Planning Council.pdf (130K)
 2020-12-07
Bio - Mary Anne Cody
Bio - M. Cody.pdf (68K)
 2020-12-07
Bio for Al W. King III, J.D., LL.M., AEP (Distingu
AL KING Bio.pdf (44K)
 2020-12-07
Turney Berry, JD, AEP Bio
Turney Berry Bio.pdf (180K)
 2020-12-07
Entenmann bio
Bio-Entenmann.doc (23K)
 2020-12-07
S. Donaldson bio
Biographical Sketch - Samuel A Donaldson - May 2018.docx (11K)
 2020-12-07
Honorable Ava S. Raphael Bio
THE HONORABLE AVA S.doc (38K)
 2020-12-07
Bio for Peter Karl
BIO-Peter Karl.doc (34K)
 2020-12-07
Bio for Austin Bramwell, Esq.
Bramwell, Austin_TE_NY (4828-0565-6597-1).docx (137K)
 2020-12-07
Casey Sprock Bio 2015
Casey Sprock Bio 2015.docm (138K)
 2020-12-07
Bio T., Bezigian, Jr.
EPC of CNY - Thomas Bezigian, Jr., Esq. Bio for January 18, 2019 Presentation.pdf (39K)
 2020-12-07
Bio for Stan Smiley, Esq.
Stan_Smiley_Bio_07 07 14.docx (162K)
 2020-12-07
John King Bio
JOHN KING BIO.docx (13K)
 2020-12-07
Bio for Sy Goldberg
S Goldberg bio.pdf (38K)
 2020-12-07
Liza Magley Bio
2301-practice-0.pdf (92K)
 2020-12-07
Bio for Stanley R. Smiley, Esq.
Stan_Smiley_Bio_07 07 14.docx (162K)
 2020-12-07
Bio for Tom Rogerson
Tom_Rogerson_Bio.pdf (161K)
 2020-12-07
Bio for Mark Alton
Mark Alton NAEPC Bio (4).docx (51K)
 2020-12-07
Richard Engel Bio
Engel Bio.DOC (130K)
 2020-12-07
Georgia Crinnin Bio
2299-practice-0.pdf (86K)
 2020-12-07
Bio Theordore J. Sarenski
bio SARENSKI.docx (11K)
 2020-12-07
B. Haynes bio
Haynes Bio.pdf (124K)
 2020-12-07
Kate Reid Bio
2114-practice-16.pdf (98K)
 2020-12-07
Joseph V. Falanga Bio
Joseph V Falanga Bio.docx (48K)
 2020-12-07
Bio for A. Longstreet, Moderator
Moderator-Longstreet Bio (M0005080-2xAE349).doc (46K)
 2020-12-07
Joel T. Redmond bio
JRedmondbio.pdf (151K)
 2020-12-07
Casey Sprock bio
Casey Sprock Bio 2014.docx (137K)
 2020-12-07
Richard Weber Bio
1826-practice-16.pdf (96K)
 2020-12-07
Bios for November Luncheon
Bios for November Luncheon.pdf (140K)
 2020-12-07