Marathon Advisors

"Inherited IRAs Not Protected, Supreme Court Rules" - Monthly Luncheon Meeting, joint with FSP-CNY

Date: Friday, January 9, 2015
Time: 11:45am - 12:45pm
Location: The Crowne Plaza Hotel, 701 E. Genesee St., Syracuse, NY 13210
Speaker: David J. Zumpano, CPA, Esq.

We have an exciting program lined up for our January 9, 2015 annual joint luncheon meeting with the Society of FSP-CNY Chapter.

Our speaker will be David J. Zumpano, CPA, Esq., Principal/Founder of the Estate Planning Law Center. His topic will be “Inherited IRAs Not Protected, SupremeCourt Rules”.  See attached flyers for full details.

This presentation is approved for one hour of Continuing Education for CPE, CFP and PACE credits.  Both Life and CLE credits have been applied for.  To receive CE credits, please bring a copy of your license with you.

The reservation deadline is Monday, January 5.

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