Meetings
The council meets seven times a year from September through May. Meetings are on the second Thursday of the month.
The views expressed by each speaker are his/her own, and do not represent the views of the Estate Planning Council, its officers, directors, or members. All speakers assume complete responsibility for the accuracy of any information imparted.
| 2011 | September 8 |
Creating a Retirement Paycheck
Larry W. Rudawsky Mr. Rudawsky has 26 years of experience in the retirement plan industry. This should be an informative presentation. |
| October 13 |
Tompkins County Transfer of Wealth Opportunities for Your Clients Turning a One-time Opportunity into Long-term Good for Tompkins County
George Ferrari Robin Masson Ed Morton |
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| November 10 |
Upstate New York in Profile
Community and Regional Development Institute (CaRDI), Cornell University Department of Sociology Meeting will be at Max's at the Holiday Inn |
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| December | No Meeting | |
| 2012 | January 26 |
Annual Tax Update
Tom VanDerzee |
| February 16 |
Till Death Us Do Part: Same Sex Marriage and Estate Planning
Speaker TBA |
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| March 8 | TBA | |
| April | No Meeting | |
| May 10 | Case Study: TBA |