Welcome to EPC Rochester!
The purpose of the Estate Planning Council of Rochester, New York (Council) shall be to provide a means whereby members, duly qualified on the basis of experience and interest, can discuss mutual problems arising in their respective fields of work, and can become informed of developments and ideas in the areas of estate planning and administration, to the end that they, cooperatively, may better serve the interests of their customers and clients.
EPC Annual Meeting
On Tuesday, May 15, 2012, Kevin Best, CFP of Best Times Financial Planning and Andrew Comins, CFP, ChFC, MSFS of Sagemark Consulting will present a 'Parent Care Conversation" seminar at Locust Hill Country Club. Members are complimentary; Guests are $40.
Some points they will cover are:
•Have you had a family conversation?
•Financial inventory
•Financial options (to pay for care)
•Are your documents in order?
•Stay at home
•Move to a community now
•Move to a community when needed
•What are you going to do with the house?
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