Crystal Clear Financial Group, LLC

WELCOME!

The Board of Directors of the National Association of Estate Planners & Councils has named the Central New York chapter as a 2021 “5 Star” Council!  Our council leaders will continue to work hard to provide an exceptional level of service and great events to our members. 

***********************************************************


Thank you William Davies!

William Davies (outgoing President) is presented with plaque from Andrew Schaffel (incoming President).  Thank you Bill for your dedication to the Council.

 

2024 - 2025 EPCCNY Board Members

Missing from picture:  Heather Berry & Teryl Tidd


Estate Planning Council of Central New York is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.