2017 EPC CNY Annual Meeting
The 2017 Annual Meeting CE Seminar Presentation will take place on Wednesday, May 3, 2017 at the Marriott Syracuse Downtown in the Persian Terrace.
Member registration will begin at 11:30am, Member Luncheon will be at 12:30pm.
Non-member registration will be at 1:00pm, and the presentation by our featured speaker, Steven G. Siegel, JD, LLM (see attached bio), will begin at 1:30pm. Part 1 of his presentation is titled "Planning for the 99%" and Part 2 will cover "Planning for the 1%". Program moderator will be Mary Anne Cody, Esq., of Mackenzie Hughes LLP.
3 hours of Area of Professional Practice CLE credit and 3 hours of Taxation CPE credit provided by Mackenzie Hughes LLP (NYS CPE AP Sponsor #002121). CFP and Insurance credits provided by the FSP-CNY Chapter.
Reservation deadline is Friday, April 21, 2017.
Please see the attached Meeting Notice for complete details and program agenda!
- Bio for Steven G Siegel
- 2017 Annual Meeting Save the Date Postcard
- May 2017 Annual Meeting & Seminar Notice
- May 2017 Annual Meeting & Seminar Reservation Form