Next Meeting:
Thursday, October 17, 2024
The New Normal for Charitable Tax Planning
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October 17, 2024
Justin Miller, J.D., LL.M., TEP, AEP®, CFP®
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November 13, 2024
Death and Funeral Planning (RSVP by 11/10)
Ryan Smith
December 18, 2024
Networking Event with FPA-CNY: Planning for the 2026 Sunset
Erika Hooker, Esq. & Cameron Bernard, Esq. of Bousquet Holstein PLLC
January 16, 2025
Accredited Estate Planner (AEP) Case Study Event
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