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Friday, May 15, 2026

Joint Meeting with the EPC of Central NY: Trust Planning for IRAs: The good and easy and the traps and pitfalls.

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Estate Planning Council of Tompkins County

ESTATE PLANNING COUNCIL OF TOMPKINS COUNTY

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NAEPC Town Hall

Date: Wednesday, June 24, 2026
Time: 3:00pm - 3:30pm
Location: Virtual
Speaker: David Green, CPA/PFS, CFP®, AEP® I 2026 President

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UPCOMING EVENTS

May 15, 2026

Joint Meeting with the EPC of Central NY: Trust Planning for IRAs: The good and easy and the traps and pitfalls.

Natalie Choate, JD

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