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Calendar of Events

FPA OF GREATER ROCHESTER NEW YORK

  • September 4, 2019       Tax law changes for 2020; How to glean more info out of a tax return
  • 2 CE credit hours
  • Location: Midvale Country Club, Penfield NY
  • October 2, 2019           Legal/Industry updates
  • 1 CE credit hour
  • Location: TBA
  • November 6, 2019        Philanthropy; your clients can do more than they think
  • 1 CE credit hour
  • Location: TBA
  • December 4, 2019         Behavioral Finance/Current Economic Update
  • 2 CE credit hours
  • Location: TBA
  • January 8, 2020            The Forgotten Insurances/Where are your clients exposed?
  • 1 CE credit hour
  • Location: TBA
  • February 5, 2020          Understanding the elder care spectrum and its admission process
  • 2 CE credit hours
  • Location: TBA
  • March 4, 2020               Audit triggers and best practices; what the SEC can teach us
  • 1 CE credit hour
  • Location: TBA
  • April 1, 2020                  Will & Trust (in conjunction with EPC)
  • 2 CE credit hours
  • Location: TBA
  • May                                 Networking / Social  Community event
  • Location: TBA
  • June 3, 2020                  Don’t let a disability derail your clients’ plans
  • 1 CE credit hour
  • Location: TBA
  • June 17, 2020                Annual Symposium
  • Location: TBA