Upstate Foundation

EPC-CNY Annual Meeting Luncheon & Seminar

Date: Wednesday, May 6, 2015
Time: 11:30am - 4:30pm
Location: Crowne Plaza Hotel, 701 E. Genesee St., Syracuse, NY 13210
Speaker: Lee J. Slavutin, MD, CLU, AEP (Distinguished Nominee)

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Our Annual Meeting Luncheon and May Seminar will be

held at the Crowne Plaza on Wednesday, May 6, 2015.

Registration for members will be from 11:30 -12 Noon

on the top floor of the main hotel where our members-only

luncheon and annual business meeting will take place

from 12 Noon to 1:15 PM.

ALSO, PLEASE SEE ATTACHED 2015-2016 NOMINATIONS BALLOT WHICH WE WILL BE VOTING ON AT THE MAY 6TH LUNCHEON MEETING.

Following lunch, the seminar will begin at 1:30 PM in the

LaFayette Room in the Conference Center.  Please see

the attached flyers for full details and the reservation form.

 

The luncheon, seminar and CE credits are free to

EPC members.

We are excited to announce that our guest speaker is

LEE SLAVUTIN, MD, CLU, AEP (Distinguished),

a principal in Stern Slavutin 2, Inc., an insurance and

estate planning firm in New York (see attached bio).

Dr. Slavutin’s topics will be “Tax Issues Involving Life

Insurance” and “Insurance Needs for Multi-Generational

Families”.  Three Continuing Education credits will

be available for CLE, CPE, CFP and Life licenses.

 

The reservation deadline is Friday, May 1, 2015.

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