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DTSTART:20160412T120000Z
DTEND:20160412T131500Z
LOCATION:CNY Community Foundation, 431 E. Fayette St., Syracuse, NY 13202
UID:1300920160412T120000ZSupporting Your Community & Growing Your Practice Through Wealth Transfer - Breakfast Roundtable Session
DTSTAMP:20260526T184250Z
DESCRIPTION:\nOur April EPC Breakfast Roundtable Session for members only will be held on Tuesday, April 12th from 8:00 to 9:15 AM at the CNY Philanthropy Center Boardroom.\n \nThe topic is "Supporting Your Community & Growing Your Practice Through Wealth Transfer" and our facilitator is Thomas M. Griffith, Director of Gift Planning at the Central New York Community Foundation. \nResearch predicts a staggeringly large amount of your older clients' wealth will transfer int he next few years. This imminent movement of client assets is an opportunity to reflect on how these assets might be retained for broad community benefit. This presentation discusses some ideas to help augment your practice, make an impact on the community, and build strong client relationships.\n \nSeating is limited to 20 participants.  Due to the popularity of these sessions, please reserve early to ensure a seat.\n \nReservations should be made with Sandra Kalbach either by phone at 315-425-8610 or by email at Sandra_L_Kalbach@keybank.com.\n \nReservation deadline is Wednesday, April 6th.\n \nSee flyer attached below.\n
SUMMARY:Supporting Your Community & Growing Your Practice Through Wealth Transfer - Breakfast Roundtable Session - Estate Planning Council of Central New York 
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DESCRIPTION:Reminder
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