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Estate Planning Council of Rochester

ESTATE PLANNING COUNCIL OF ROCHESTER

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Event Calendar

February 12, 2026 Lunch n' Learn - Basic Estate Planning Documents
Kate McCurdy, Esq.
February 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management
March 17, 2026 Medicaid Planning
March 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA
April 22, 2026 Bowling Fun at Radio Social
April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
May 19, 2026 Panel Group Discussion- The Blended Family
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
September 15, 2026 Program with Susan Rounds - Family Dynamics
Susan Rounds, JD, CPA, LL.M., AEP, TEP
View Past Events

FEATURED EVENTS

February 12, 2026

Lunch n' Learn - Basic Estate Planning Documents

Kate McCurdy, Esq.

See Event Details

March 17, 2026

Medicaid Planning

See Event Details

April 22, 2026

Bowling Fun at Radio Social

See Event Details

May 19, 2026

Panel Group Discussion- The Blended Family

See Event Details

September 15, 2026

Program with Susan Rounds - Family Dynamics

Susan Rounds, JD, CPA, LL.M., AEP, TEP

See Event Details

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National Association of Estate Planners & Councils

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