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Estate Planning Council of Rochester

ESTATE PLANNING COUNCIL OF ROCHESTER

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James Traylor, CLU®, ChFC®, ChSNC®

CHFC®
President
Rivent Partners
28 Lawrence Street
Rochester, NY 14607
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Phone: 585-250-1984
Send a Message to James Traylor
Website: www.riventpartners.com

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FEATURED EVENTS

January 20, 2026

The Impact of AI on Estate Planners

Daniel Miller, ESQ

See Event Details

March 17, 2026

Medicaid Planning

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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