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DTSTART:20180323T154500Z
DTEND:20180323T170000Z
LOCATION:Crowne Plaza Hotel - LaFayette Room, 701 E. Genesee St., Syracuse, NY
UID:1600220180323T154500Z"We've Got Something to Talk About" - Panel Discussion/Monthly Luncheon Meeting
DTSTAMP:20260526T184322Z
DESCRIPTION:\nThe AEP Committee of the Estate Planning Council of CNY presents "We've Got Something to Talk About", a frank and open discussion of the roles we play in clients' estate and financial planning process...and how we benefit from each other!\n \nPanelists:\n \n* Jennifer Alfieri, Esq., Trust Officer\n \n* Richard Cote, Jr., CLU, ChFC\n \n* Thomas Griffith, CAP, ChFC, AEP\n \n* Raymond Grimaldi, CPA, PFS, CFP, AEP\n \n* Susan Hansen, CLU, AIF, CFP, AEP\n \n* John S. King, Esq.\n \n* Paul Torrisi, Jr., CFP, CRPC\n \nCo-Moderators & Time Keepers:\n \n* Lee Gatta, CLU, ChFC, AEP\n \n* Sandy Kalbach, Trust Officer\n \nYou will not want to miss this meeting! You can RSPV here or by mail, fax or email to Charlotte Crandall ( Charlotte G. Crandall, Council Exec., Estate Planning Council of CNY, 606 State Tower Bldg., Syracuse, NY 13202, fax 315-474-6775, cgcrandall@peoplepc.com). Guest reservations must be mailed with check.\n \nReservation deadline is 12:00 noon on\n \nMonday, March 19, 2018.\n \nSee Meeting Notice below for complete details!\n \n \n
SUMMARY:"We've Got Something to Talk About" - Panel Discussion/Monthly Luncheon Meeting - Estate Planning Council of Central New York 
PRIORITY:3
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