Marathon Advisors

"Elder Financial Exploitation: What Is The Role of the Professional Advisor?" - Monthly luncheon meeting

Date: Thursday, November 15, 2018
Time: 11:45am - 12:30pm
Location: Crowne Plaza Hotel - LaFayette Room, 701 E. Genesee St., Syracuse, NY
Speaker: Jenny Ackley, MSW and Morgan Thurston, Esq.

Join your fellow EPC-CNY members for the monthly luncheon meeting to hear Jenny Ackley, MSW and Morgan Thurston, Esq. speak on the topic "Elder Financial Exploitation: What is the Role of the Professional Advisor?"  See their bio's attached below.

As always, this event is free for paid members.  Guests are $30.  Everyone must make a reservation in advance, either through this website or by email (cgcrandall@peoplepc.com), fax (315-474-6775), or mail to:

Charlotte G. Crandall, Council Exec.

Estate Planning Council of CNY

State Tower Bldg., Ste. 1A

Syracuse, NY 13202

(all guest  reservations must be mailed with a check)

Please RSVP no later than noon on Friday, November 9th!

 

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