ESTATE PLANNING COUNCIL OF ROCHESTER

In preparation for our Annual Meeting - Members are hereby notified of the Nominations and Elections for the 2025-2026 Estate Planning Council of Rochester Board.

See below attachements to preview for vote during this meeting.

Estate Planning Council of Rochester Annual Meeting and program;

Charitable Trust-When and why consider?

Presented by: David P Veniskey, CPA, AEP &

Serena M Compitello, Esq., Trust Counsel, Tompkins Financial Advisors

This one hour presentation explores the benefits derived from the establishment of a self-funded Charitable trust and discuss the options and alternatives available to achieve the donors desired results.  This program will include 1CE credit.

4:00pm  Annual Meeting with Barbara Clemons, EPC President including incoming board vote

4:30pm Charitable Trust program

5:30pm Networking time along with light hors d'oeuvres and a cash bar