Marathon Advisors

"IRA Planning Under the Required Minimum Distribution Rules (with preliminary thoughts on the SECURE Act" - Monthly luncheon meeting

Date: Friday, September 13, 2019
Time: 11:45am - 1:30pm
Location: Central New York Philanthropy Center - Ballroom, 431 E. Fayette St., Syracuse, NY
Speaker: Brian K. Haynes, Esq.

Please join us for our kick-off meeting for 2019-20!

Attached is the meeting notice for our Friday, September 13th Luncheon meeting at the Central NY Philanthropy Center Ballroom at 11:45 A.M.  Please note the change in location for this meeting and see parking options and map attached

Our speaker will be BRIAN K. HAYNES, ESQ. of Bond, Schoeneck & King, PLLC (see bio attached).  His topic Is  “IRA Planning Under the Required Minimum Distribution Rules (with preliminary thoughts on the SECURE Act)”. 

Be sure to check the meeting notice for details regarding finanial aid, CE credit for CLE and CPE, and parking options!

RSVP no later than 12:00 noon on Friday, September 5, 2019, either here through the link below, or to Charlotte Crandall at cgcrandall@peoplepc.com, fax (315-474-6775), or mail to Estate Planning Council of CNY, State Tower Bldg, Suite 1A, Syracuse, NY 13202.  All guest reservations must be mailed with check.

Related Document(s):

See Upcoming Event Calendar