Past Events
March 19, 2024 |
Using Financial and Legal Strategies to Optimize Charitable Giving
Zachary Armstrong, CFP & Marcus Kroll, Esq |
January 23, 2024 |
Preserving Family Values by Encouraging Social & Fiscal Responsibility with Modern Trust Structures
Al W. King |
December 5, 2023 |
Corporate Transparency Act
Danielle Ridgely, Woods Oviatt Gilman LLP |
October 25, 2023 |
Secure Act 2.0 Update - Presented by the MCBA Trusts & Estates Section and the Estate Planning Council of Rochester
Stephen Bennett. Esq. Evans fox LLP and Jamie block, CFP, CPA/PFS, MBA, CDFA, AEP, Sr. Wealth Advisor, Director Mercer Advisors |
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