Joint Luncheon and CE Seminar w/The CNY Chapter of the Society of Financial Service Professionals
Please join the EPC-CNY for our Joint Luncheon Meeting and Continuing Education Seminar with the CNY Chapter of the Society of FInancial Service Professionals, as we welcome speakers Jeffrey R. Hoenle, CFP, CRPC, AEP - President, EPC of Metropolitan Detroit, and Ruth Flynn Raftery, JD, CPA - President, EPC of New York City. Their topic will be "The Intersection of Estate Planning, FInancial Planning, and Income Tax".
Speaker bio's and topic details are attached below.
Reservation deadline is noon on Monday, January 15, 2018. You may RSVP here or by mail, fax (315-474-6775) or email (firstname.lastname@example.org) to Council Executive Charlotte G. Crandall. Guest reservations must be mailed with check to: Charlotte G. Crandall, Council Exec., Estate Planning Council of CNY, 606 State Tower Bldg., Syracuse, NY 13202.
Please see the attached meeting notice for further details regarding Continuing Education credits and parking.