Crystal Clear Financial Group, LLC

Estate Planning - Where We Came From and Where We Are Going - Monthly luncheon meeting

Date: Friday, December 9, 2016
Time: 11:45am - 1:00pm
Location: Crowne Plaza Hotel - LaFayette Room, 701 E. Genesee St., Syracuse, NY
Speaker: Joseph V. Falanga, CPA, AEP, TEP

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Mark your calendar and RSVP now for our Decemberr luncheon meeting, with speaker Joseph V. Falanga, CPA, AEP, TEP, of UHY Advisors NY, Inc. (see bio attached below).  Joe's topic will be "Estate Planning - Where We Came From and Where We Are Going" and will include a review of 2016 changes, addressing the new administration's estate planning proposed changes and elimination of the estate tax, and tackling Reg. 2704 - is this still a concern?

Also, Mary Ann Cody/Mackenzie Hughes will sponsor one hour of continuing education.

This event is free for EPC paid members, $30 for guests.  You can RSVP here through the website or mail, fax (315-474-6775) or email (cgcrandall@peoplepc.com) your reservation to the EPC office. See the meeting notice form attached below.

**  All guest reservations must be mailed with a check. **

Reservation deadline is noon on Monday, December 5, 2016.

See Upcoming Event Calendar