Daily Money Management: Risks & Safeguards for Elderly Clients - Breakfast Roundtable Session
Date: Tuesday, October 31, 2017
Time: 8:00am - 9:15am
Location: CNY Philanthropy Center, Howard Board Room, 431 E. Fayette St., Syracuse, NY 13202
Speaker: Dottie DeSimone, Controller at Bowers & Company CPAs
Attached is a flyer with full details on the Tuesday, October 31st EPC Breakfast Roundtable Session for members only, from 8:00 to 9:15 AM at the CNY Philanthropy Center in the Howard Board Room on the 1st floor.
The topic is “Daily Money Management: Risks & Safeguards for Elderly Clients” and the facilitator is Dottie DeSimone, Controller at Bowers & Company, CPAs, PLLC.
Seating is limited to 20 participants. Due to the popularity of these sessions, please reserve early to ensure a seat. Coffee and Bagels will be provided.
Reservations should be made with Sandra Kalbach either by phone (315-484-2262) or by e-mail at skalbach@solvaybank.com.
Reservation deadline is Wednesday, October 25th.
