Special Charitable Planning Opportunities for 2021 & Revealing Research to Motivate Your Clients

Date: Thursday, October 14, 2021
Time: 8:00am - 10:00am
Speaker: Russell James, J.D., Ph.D., CFP®

The next meeting of the Estate Planning Council of Central New York is our annual collaborative continuing education seminar hosted by the Central New York Community Foundation.

 

The meeting will be on Thursday, 10/14/2021 from 8:00 – 10:00 AM. The topic is “Special Charitable Planning Opportunities for 2021 & Revealing Research to Motivate Your Clients” with Russell James, J.D., Ph.D., CFP®.

Registration for this event is different and not through our EPC of CNY website. Please register for this virtual seminar by going to https://cnycf.org/events/annual-professional-advisor-continuing-education-seminar-advisor-event/.

There is no fee for guests to attend, so please share this invite with your colleagues that may benefit from attending this seminar by Dr. Russell James, J.D., Ph.D., CFP.

 

2 hours of CFP, CLE, CPE and Life Insurance Credits are approved!

See Upcoming Event Calendar