ESTATE PLANNING COUNCIL OF ROCHESTER

Welcome to our Annual Meeting, a Continuing Education course then time to network with other EPC members while enjoying hors d'oeuvres and a cash bar. 

Come to our May presentation on blended families.  Learn about the pitfalls when no planning is done and how to manage the resulting chaos.  Then learn what planning should have been done.  Some of the topics to be discussed will include ethical issues, division of personal property, flow of assets, dementia issues and business succession.

Introducing our presenters:

Jamie Block CFP, CPA/PFS, MBA, CDFA, AEP, partner at Mercer Advisors

Lynn Carleton CTFA, AEP, Sr VP at Key Private Bank

Kenneth Kraus ESQ, partner at Evans Fox LLP