"Family & Wealth Sustainability: Integrating Family Virtues with Wealth Plannig for a Lasting Legacy" - Monthly Luncheon Meeting
Our monthly luncheon meeting on Friday, November 13, 2015 will be held at the Crowne Plaza Hotel in the Skaneateles Room in the Conference Center. We will begin at 11:45am sharp.
The speaker will be Mr. Thomas C. Rogerson, Senior Managing Director and Family Wealth Strategist at Wilmington Trust. His topic will be "Family and Wealth Sustainability: Integrating Family Virtues with Wealth Planning for a Lasting Legacy" (Family governance is the new normal in service to high-net-worth families. Are you normal? What are professionals doing to add this critical discipline to their practices?) See Mr. Rogerson's bio attached below.
This event is free for EPC paid members. The cost for guests is $30.
*EVERYONE MUST MAKE A RESERVATION IN ADVANCE!* Reservation deadline is noon on Monday, November 9, 2015
Members may RSVP through the website by indicating their meal choice. Guest reservations must be mailed with the attached reservation form and a check to:
Charlotte G. Crandall, Council Executive
Estate Planning Council of CNY
606 State Tower Bldg.
Syracuse, NY 13202
