Please join us for a virtual continuing education program on Wednesday, February 3, 2021 from 8-10:00am

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Tax & Estate Planning Update for 2021

The world is changing, and so are the tax and estate planning realms.  With the pandemic and related changes in Washington D.C., this program will highlight what has changed, what will (or might) change, and how best to advise your clients in this time of uncertainty.

presented by; Jamie Block CFP, Client Advisor & Branch Manager, Mercer Advisors / FPA of Rochester Board President and        David Shaffer, Esq. Partner at Woods Oviatt Gilman

Thank you to our program sponsor

You will recieve a link for this zoom meeting prior to program date.

  Program is approved for 2 CE credits for CFP

and 2 CE NYS Insurance credits