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DTSTART:20250520T200000Z
DTEND:20250520T223000Z
LOCATION:Locust Hill Country Club
UID:2767720250520T200000ZEPC Annual Meeting & Program; Charitable Trust-When and Why Consider?
DTSTAMP:20260503T133413Z
DESCRIPTION:\nIn preparation for our Annual Meeting - Members are hereby notified of the Nominations and Elections for the 2025-2026 Estate Planning Council of Rochester Board.\n \nSee below attachements to preview for vote during this meeting.\n \nEstate Planning Council of Rochester Annual Meeting and program; \n \nCharitable Trust-When and why consider?\n \nPresented by: David P Veniskey, CPA, AEP &\n \nSerena M Compitello, Esq., Trust Counsel, Tompkins Financial Advisors\n \nThis 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.\n \n4:00pm  Annual Meeting with Barbara Clemons, EPC President including incoming board vote\n \n4:30pm Charitable Trust program\n \n5:30pm Networking time along with light hors d'oeuvres and a cash bar\n
SUMMARY:EPC Annual Meeting & Program; Charitable Trust-When and Why Consider? - Estate Planning Council of Rochester 
PRIORITY:3
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DESCRIPTION:Reminder
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