"Great Estates: A Brief Tour of Some of the 20th Century's Most Notable Estate Planning Blunders" - Monthly Luncheon Meeting

Date: Friday, September 18, 2015
Time: 11:45am - 12:45pm
Location: The Crowne Plaza Hotel, 701 E. Genesee St., Syracuse, NY
Speaker: Joel T. Redmond, CFA, CFP

Our monthly luncheon meeting on Friday, September 18, 2015 will be held at the Crowne Plaza Hotel in the Horizons Room on the 20th floor.  We will begin at 11:45am sharp.

The speaker will be Mr. Joel T. Redmond, CFA, CFP, Senior Financial Planner and Vice President at Key Private Bank.  His topic will be "Great Estates: A Brief Tour of Some of the 20th Century's Most Notable Estate Planning Blunders".

This event is free for EPC paid members.  The cost for guests is $30.

*EVERYONE MUST MAKE A RESERVATION IN ADVANCE!*  Reservation deadline is noon on Monday, September 14, 2015

Members may RSVP through the website by indicating their meal choice.  Guest reservations must  be mailed with the attached reservation form and a check to:

Charlotte G. Crandall, Council Executive

Estate Planning Council of CNY

606 State Tower Bldg.

Syracuse, NY  13202

Related Document(s):

See Upcoming Event Calendar