Upstate Foundation

"Trusts - Hidden Gems in Financial Planning & Wealth Transfer" - Monthly Luncheon Meeting

Date: Friday, March 6, 2015
Time: 11:45am - 12:45pm
Location: The Crowne Plaza Hotel, 701 E. Genesee St., Syracuse, NY 13210
Speaker: Stanley R. Smiley, Esq.

The March 6th meeting will feature speaker Stanley R. Smiley, Esq., Senior VP of the Advanced Planning Group.  He will be treveling from California to speak to us and his topic will be "Trusts - Hidden Gems in Financial Planning and Wealth Transfer".  His bio is attached below.

This event is free for EPC Paid Members.  All guests are $30.00.  Everyone must make a reservation in advance.  Any questions, please contact Charlotte Crandall at cgcrandall@peoplepc.com or 315-474-6775.

Reservation deadline is 12:00 noon on Monday, March 2, 2015.

Please note that payment by credit card is through PayPal.  If paying by check, please print the attached reservation form and send to:

Charlotte G. Crandall, Coucil Executive

Estate Planning Council of CNY

606 State Tower Bldg.

Syracuse, NY 13202

See Upcoming Event Calendar