November 15, 2024 |
Networking / Collaboration breakfast
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November 13, 2024 |
Death and Funeral Planning (RSVP by 11/10)
Ryan Smith |
October 17, 2024 |
The New Normal for Charitable Tax Planning
Justin Miller, J.D., LL.M., TEP, AEP®, CFP® |
September 19, 2024 |
Public Administration (RSVP by 9/16)
Wendy Lougnot, Esq & Terri York, Esq |
August 15, 2024 |
Insights on Gift Planning (RSVP by 8/12)
Jason D Tripp, CFP, FCEP |
June 13, 2024 |
EPC of CNY NextGen Happy Hour
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May 16, 2024 |
EPC of CNY Annual Meeting: Estate Planning Tips and Nuggets (RSVP by 5/9)
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD |
April 18, 2024 |
Money Unmasked (RSVP by 4/15)
Garret Gunderson |
March 21, 2024 |
Closing the Estate – How is it done? (RSVP by 3/18)
Mary Anne Cody |
February 8, 2024 |
Giving Trends and Motivating Intentional Philanthropy (RSVP by 2/6)
Phil George |
January 11, 2024 |
Income Tax Planning for Small Business (RSVP by 1/9)
Rachel Votto, CPA, AEP |
December 7, 2023 |
“Advanced Estate Planning Strategies” (RSVP by 12/4)
Louis W. Pierro, Esq. |
November 9, 2023 |
"What's Trending in Charitable Planning - Tips for Advisors on Need to Know Strategies" (RSVP by 11/6)
Paul Caspersen / Thomas Griffith / Ginger Mlakar |
October 5, 2023 |
Tax-Advantaged Business Sales and Charitable Case Studies
Tiffany House CAP®, CEPA, FCEP |
September 22, 2023 |
Prosperity Economics (RSVP by 9/19)
Steven D'Annuzio |
September 14, 2023 |
EPC CNY Community Volunteer Day!
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August 10, 2023 |
Creditors, Predators and Modern Asset Protection Planning (RSVP by 8/8)
Dolly Donnelly & Jeff Wolken |
May 25, 2023 |
"Monkeying Around" with EPC!
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May 11, 2023 |
EPC of CNY Annual Meeting - Estate Planning Under Secure 2.0
Bruce Steiner |
April 21, 2023 |
The New York State Trust Code: Bringing Our Law into the Twenty-First Century (RSVP by 4/19)
Professor William P LaPiana |
March 16, 2023 |
Asset Preservation Planning (RSVP by 3/14 for in-person)
Ami Longstreet |
February 23, 2023 |
What New Yorkers Should Know About Owning Real Property in California and Florida (RSVP by 2/21)
Paul LaMartina & Monique Lavender-Greenberg |
January 17, 2023 |
Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities (Please RSVP by 1/11 for food selection))
Eido Walny, JD, AEP, EPLS |
December 9, 2022 |
Cash Value Life Insurance and Estate Planning
Braden Draggoo |
November 4, 2022 |
Long Term Care Planning and the Current Economic Forecast
Jonathan Schwartz & Christopher Petrosino |
September 29, 2022 |
Article 17-A (Guardianship of an Intellectually or Developmentally Disabled Adult) and Supported Decision-Making
Rose Mary Bailly and Sheila Shae |
August 31, 2022 |
One Hundred Percent of Marriages End: Elective Share and Community Property Planning for Modern Love and Migrating Couples
Professor Terry L Turnipseed |
June 9, 2022 |
Save the Date! AEP Event
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June 9, 2022 |
AEP Recognition and Networking Event
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May 13, 2022 |
EPC of CNY Annual Meeting (with CLE credit)
Dana G Fitzsimons Jr |
May 12, 2022 |
POSTPONED! EPC Community Volunteer Day
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April 29, 2022 |
Ten Ways to Protect Your Client's Digital Assets (NAEPC webinar replay)
Betsy L Ehrenberg |
March 18, 2022 |
Crypto-Giving: Tax-efficient Strategies in Estate Planning
Priya Prakash Royal Esq, LL.M, MBA |
February 17, 2022 |
Elder Abuse, Neglect and Financial Exploitation: What is the Role of the Professional Advisor?
Morgan Thurston, Esq & Loren Ulirch |
January 21, 2022 |
Estate Litigation (and Planning to Avoid It)
Ryan Emery, McKenzie Hughes LLP |
December 6, 2021 |
Holiday Gathering
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November 17, 2021 |
Potential Tax Law Changes and What to Do About Them Now
Thomas Pauloski and Marc Penziner |
October 14, 2021 |
Special Charitable Planning Opportunities for 2021 & Revealing Research to Motivate Your Clients
Russell James, J.D., Ph.D., CFP® |
September 24, 2021 |
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD |
August 20, 2021 |
Webinar: Planning for Business Owners and trusts in Light of Changing Income Tax Rate
Steven B Gorin, JD CPA CGMA AEP |
May 14, 2021 |
2021 Annual Member Meeting and Program:When Planning meets Addiction
EPC of CNY Board and Amanda Koplin and Emily Bouchard |
April 16, 2021 |
Changes to the NYS Power of Attorney Law
William P. Davies, Esq. |
March 19, 2021 |
2020-2021 New York State Budget & the State Medicaid Program
Aaron D. Frishman, Esq. |
February 26, 2021 |
Estate Planning for Non-Married Partners and Single Parents
Jillian McGuire, Esq. |
January 20, 2021 |
Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
National Panel of Speakers |
December 11, 2020 |
Year End Income Tax Planning: Finally 2020 Ends
Mark T. Gastin, CPA |
November 13, 2020 |
Post Election Estate Planning
Rachel Votto, CPA |
October 6, 2020 |
Virtual CE Presentation: “Market & Legislation Impacts on Planning”
Marc Pennines, Peter Dunn, & Tara Popernik |
October 1, 2020 |
Syracuse Trivia Online - NextGen Event
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September 18, 2020 |
Virtual Meeting: “Five Savvy Strategies for Tomorrow’s Retiree”
Ben Rizzuto |
August 6, 2020 |
Zoom Meeting - “Estate Planning Steps to Take Before the 2020 Election”
Martin Shenkman, Esq. |
February 28, 2020 |
"Understanding Social Security" - Monthly luncheon meeting
Mary “Kit” Mac Nee, CFP, CRPC, CSPG, AEP |
January 10, 2020 |
“Business Succession Planning - a panel discussion” - Monthly luncheon meeting
Moderator Jeffrey Rogers,CPBC |
December 13, 2019 |
"Current Developments in Estate Planning" - Joint luncheon meeting with FSP-CNY
Samuel A. Donaldson, JD, LL.M., AEP(Distinguished) |
November 14, 2019 |
November Meeting - Special Evening Event
The Honorable Mary Keib Smith and Mr. Bob Searing |
October 31, 2019 |
Breakfast Roundtable Event - "Solo 401(k)s, Regular 401(k)s & Cash Balance Plan Opportunities"
David Treichler, CFP, CLU |
October 8, 2019 |
"Wealth Management for a Brave New World" - CE Presentation & Breakfast for Professional Advisors
R. Hugh Magill, Esq. |
September 13, 2019 |
"IRA Planning Under the Required Minimum Distribution Rules (with preliminary thoughts on the SECURE Act" - Monthly luncheon meeting
Brian K. Haynes, Esq. |
July 25, 2019 |
Brown Bag Luncheon Session: "Post-Mortem Estate Planning"
Jeremiah W. Doyle IV, JD, LL.M (taxation), LL.M. (banking law), AEP (Distinguished) |
June 28, 2019 |
Breakfast Roundtable - June 2019
Jeffrey A. Rogers CPBC |
June 12, 2019 |
EPC of CNY Board Meeting
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June 5, 2019 |
Next Gen Rooftop Party - June 2019
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May 23, 2019 |
Elder Law Fair 2019
TBA |
May 17, 2019 |
EPC Next Gen Event - “Wills, Trusts & Long Term Care: A Primer”
Frederick P. Davies |
May 6, 2019 |
EPC-CNY Annual Meeting at Tailwater Lodge
Clark B. McCleary, CLU, ChFC, AEP (Distinguished) |
April 24, 2019 |
EPC of CNY Board Meeting
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March 22, 2019 |
“Meet the Walters: A Case Study With a Twist" - monthly luncheon meeting
Moderators - Ami Setright Longstreet, Esq. & Paul F. Torrisi, Jr., CFP |
March 6, 2019 |
EPC of CNY Board Meeting
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February 28, 2019 |
The Problem: Fabricated or Factual?, The Solution: Expensive or Efficient? - EPC Breakfast Roundtable
Richard C. Murphy, CLU, LUTCF, AEP |
February 14, 2019 |
Active vs. Passive Investments in the Modern Era & Economic update/Forecast - Monthly luncheon meeting
Kenneth J. Entenmann, CFA |
January 18, 2019 |
Florida Residency – Establishing Florida Domicile: Issues and Pitfalls to Avoid - Joint with FSP-CNY Chapter
Thomas Bezigian, Jr., Esq. |
January 16, 2019 |
EPC of CNY Board Meeting
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December 21, 2018 |
"You're the Member for December - Be Prepared to Share a Collaborative Approach" - Monthly luncheon meeting
S. Mark Alton, CFP, CPWA, AEP - Facilitator |
December 7, 2018 |
AEP & EPC Board Breakfast Roundtable
Board Members from AEP & EPC |
November 15, 2018 |
"Elder Financial Exploitation: What Is The Role of the Professional Advisor?" - Monthly luncheon meeting
Jenny Ackley, MSW and Morgan Thurston, Esq. |
November 14, 2018 |
EPC of CNY Board Meeting
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October 23, 2018 |
Community Foundation Breakfast - "Charitable Remainder Trusts"
Philip L. Burke, Esq. |
September 27, 2018 |
2017 Tax Reform Briefing & it's Effects on Individuals and Businesses - Monthly luncheon meeting
Dave G. Herring, CPA/CGMA, CVA, CFF, CDFA and Rick A. Tidd, CPA/ABV/CGMA, CVA, CFF, CITP, from Bowers & Company |
August 24, 2018 |
Brown Bag Luncheon Session: "What the Estate Planner Needs to Know about Roth Retirement Plans"
Natalie B. Choate, Esq., AEP (Distinguished) |
June 19, 2018 |
Next Gen Roof Top Party
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May 9, 2018 |
Breakfast Roundtable May 2018 - 2017 Tax Reform Briefing
Dave Herring, CPA/CGMA, CVA, CDFA, CFF & William Meier, CPA |
May 3, 2018 |
EPC CNY Annual Meeting Luncheon & CE Seminar Presentation
Seymour Goldberg, CPA, MBA, JD |
March 23, 2018 |
"We've Got Something to Talk About" - Panel Discussion/Monthly Luncheon Meeting
Local Panelists & Moderators - see meeting notice for complete listing |
February 15, 2018 |
Estate & Tax Planning Applications for Market-Based Life Insurance Valuations - February Luncheon Meeting
Don W. Poole |
January 31, 2018 |
Breakfast Roundable: How to Utilize a Home Equity Conversion Mortgage (Reverse Mortgage) for Your Senior Clients
Dick Downs |
January 19, 2018 |
Joint Luncheon and CE Seminar w/The CNY Chapter of the Society of Financial Service Professionals
Jeffrey R. Hoenle, CFP, CRPC, AEP & Ruth Flynn Raftery, JD, CPA |
November 9, 2017 |
1031 Exchanges and Estate Planning
Peter Karl, CPA, Esq. |
October 31, 2017 |
Daily Money Management: Risks & Safeguards for Elderly Clients - Breakfast Roundtable Session
Dottie DeSimone, Controller at Bowers & Company CPAs |
October 27, 2017 |
Brown Bag Luncheon Session - The Perfect modern Trust Including Income Tax Sheltering Opportunities
Richard A. Oshins, JD, LL.M., MBA, AEP (Distinguished) |
October 19, 2017 |
CNY Community Foundation Event: Practical Charitable Planning
Pamela Jones Davidson, J.D. |
September 28, 2017 |
Hard-to-Value Assets in Estate Planning
Ms. Janine Price & Mr. Joseph Caldwell |
August 23, 2017 |
Brown Bag Luncheon - Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts
Gideon Rothschild, JD, CPA, AEP (Distinguished) |
July 19, 2017 |
Brown Bag Luncheon - Life Insurance as an Asset Class
Richard M. Weber, MBA, CLU, AEP (Distinguished) |
June 21, 2017 |
Brown Bag Luncheon - Powers of Appointment in the Current Estate Planning Environment
Turney P. Berry, JD, AEP (Distinguished) |
May 24, 2017 |
Brown Bag Luncheon - Effective Estate Planning for Diminished Capacity: Can You Really Avoid a Guardianship?
Diana S.C. Zeydel, JD, LL.M., AEP (Distinguished) |
May 19, 2017 |
15th Annual Elder Law Fair - Planning for Life After 50
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May 3, 2017 |
2017 EPC CNY Annual Meeting
Steven G. Siegel, J.D., LL.M. |
March 23, 2017 |
Next Gen March Madness Pre-Game Party
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March 17, 2017 |
"Changing Client Solutions for a Changing LTC Planning World" - Monthly Luncheon Meeting, plus CE Seminar
Robert M. Vandy, CLU, ChFC, LUTCF, CLTC |
February 17, 2017 |
"Elder Financial Exploitation - What is the Role of the Professional Advisor?" - Monthly Luncheon Meeting, plus CLE Credits Seminar
Jenny Hicks Ackley & Morgan R. Thurston, Esq., Moderated by Mary Anne Cody, Esq. |
January 13, 2017 |
Estate Planning for the 1% - Large Estate Issues in 2017 - Joint Meeting with FSP CNY Chapter
John S. King, Esq. & Wiliam J. Killory, CPA |
December 9, 2016 |
Estate Planning - Where We Came From and Where We Are Going - Monthly luncheon meeting
Joseph V. Falanga, CPA, AEP, TEP |
November 11, 2016 |
"Dividing/Protecting Retirement Benefits Through and After a Divorce" - Monthly Luncheon Meeting
Sharon A. McAuliffe, J.D. |
September 16, 2016 |
High Performance Teaming & Professional Collaboration, From Theory to Practice - Monthly Luncheon Meeting
S. Mark Alton, CFP, ChFC, CLU, CAP, AEP, MSFS, CPWA |
May 10, 2016 |
EPC-CNY Annual Meeting - Multi-Disciplinary Interactive Discussion with Professional Moderator
John A. Warnick, Multi-Disciplinary Professional Moderator |
April 12, 2016 |
Supporting Your Community & Growing Your Practice Through Wealth Transfer - Breakfast Roundtable Session
Thomas M. Griffith |
March 18, 2016 |
"Contesting A Will in New York - SCPA 1404" Monthly Luncheon Meeting
The Honorable Ava S. Raphael, JD |
February 11, 2016 |
Irrevocable Life Insurance Trusts: Drafting Considerations & Trustee Liability - Monthly Luncheon Meeting
Nancy Klotz, J.D. & Audrey Patrone Peartree, J.D. |
February 2, 2016 |
Resources for Onondaga County Seniors - Breakfast Roundtable Session
Ms. JoAnne Spoto Decker |
January 15, 2016 |
"Elder Care Planning" - Joint Luncheon Meeting with FSP-CNY Chapter
Maria R. Motsavage, RN, LNHA & Anthony A. Marrone II, Esq. |
December 11, 2015 |
"Marriage Equality & Tax Penalties - A New Reality for Same Sex Couples" - Monthly Luncheon Meeting
Mr. Casey M. Sprock, Jr., Esq. |
December 3, 2015 |
Breakfast Roundtable Session - 2015 Income Tax Update
Facilitated by: David A. Ayoub, CPA, Partner at Bowers & Company CPAs, PLLC |
November 13, 2015 |
"Family & Wealth Sustainability: Integrating Family Virtues with Wealth Plannig for a Lasting Legacy" - Monthly Luncheon Meeting
Thomas C. Rogerson |
October 28, 2015 |
Joint breakfast meeting with Central New York Community Foundation: Successful Charitable Gifts of Real Estate
Michael J. Degenhart and Peter Dunn |
September 18, 2015 |
"Great Estates: A Brief Tour of Some of the 20th Century's Most Notable Estate Planning Blunders" - Monthly Luncheon Meeting
Joel T. Redmond, CFA, CFP |
May 6, 2015 |
EPC-CNY Annual Meeting Luncheon & Seminar
Lee J. Slavutin, MD, CLU, AEP (Distinguished Nominee) |
April 28, 2015 |
Breakfast Roundtable Session - Building a High-Performance Multi-Disciplinary Team
Facilitated by: S. Mark Alton, CFP, ChFC, CLU, CAP, AEP, CPWA |
April 23, 2015 |
"Section 2519 Portablity Issues" - Monthly Luncheon Meeting
Austin Bramwell, Esq. |
March 6, 2015 |
"Trusts - Hidden Gems in Financial Planning & Wealth Transfer" - Monthly Luncheon Meeting
Stanley R. Smiley, Esq. |
February 13, 2015 |
"Social Security" - Monthly Luncheon Meeting
Theordore J. Sarenski, CPA/PFS, CFP, AEP |
January 9, 2015 |
"Inherited IRAs Not Protected, Supreme Court Rules" - Monthly Luncheon Meeting, joint with FSP-CNY
David J. Zumpano, CPA, Esq. |
December 12, 2014 |
Tax Update
William T. Kriesel, CPA/PFS, AEP |
November 14, 2014 |
Medicare Made Simple - Monthly Breakfast Meeting
Theresa Cangemi, CSA, CLTC |
November 5, 2014 |
NAEPC 51st Annual Conference
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October 28, 2014 |
Monthly Meeting, joint with CNY Community Foundation
TBA |
September 19, 2014 |
The NEW New York Estate Tax
Marion Hancock Fish, Esq. |
May 7, 2014 |
EPC CNY Annual Meeting
Samuel A. Donaldson, JD, LL.M, AEP (Distinguished) |
April 16, 2014 |
Cyberfraud - What Is It and Who is Liable For It?
Richard C. Engel, Esq. |
March 7, 2014 |
Marriage: An Option for Same Sex Couples
Casey M. Sprock, Jr., Esq. |
February 7, 2014 |
Medicaid topics, including supplemental needs trusts and estate recovery issues
Paula Mallory Engel, Chief Welfare Attorney at Onondaga County Dept. of Social Services |
January 10, 2014 |
EPC of CNY Lunch Meeting
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December 13, 2013 |
2013 Federal Tax Update - Including the New Unearned Income Medicare Tax
Anthony F. Dannible, CPA/ABV, CVA, CFF, CDA |
November 8, 2013 |
EPC of CNY Lunch Meeting
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October 22, 2013 |
Making Charitable Estate Planning Work for Business Owners
Jonathan Ackerman, J.D., M.L.T |
September 19, 2013 |
"Fiduciary Misdeeds: When do they rise to the level of a criminal act?"
Robert J. DeMarco, Esq., Senior Assistant District Attorney |
May 15, 2013 |
EPC CNY Annual Meeting
Al W. King III, J.D., LL.M., AEP (Distinguished) & Robert F. Baldwin, Jr., J.D., AEP |
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