Next Meeting:
Tuesday, September 15, 2026
The Corporate Trustee in Today's Estate Plan
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September 15, 2026
Jennifer Alfieri, Tompkins Financial Advisors
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October 13, 2026
Organizational Tools for Clients and their families
Angela O'Neill, CFP, CLTC, Partner - The Strebel Planning Group
November 10, 2026
When Beneficiary Designations Go Wrong: Probate vs. Non-Probate Assets
Heather Berry, VP and Trust Officer, Tompkins Financial Advisors
January 12, 2027
2027 Tax Updates
Michelle Flinn, CPA - Sciarabba Walker
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