When

Wednesday, April 1, 2020 from 7:45 AM to 10:00 AM EDT
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Where

Irondequoit Country Club 
4045 East Avenue
Rochester, NY 14618
 

 
Driving Directions 

Contact

Diana Barlow 
FPA of Greater Rochester NY 
585-410-1462 
admin@nyfpa.org 

 Please join us on Wednesday, April 1st for a joint program between the Financial Planning Association and the Society of Financial Service Professionals at Irondequoit Country Club.  Registration opens at 7:45am with a buffet breakfast.  This will be a TWO hour course from 8:00am-10:00am carrying 2 CE credits for NYS & CFP licenses.

Trust & Estates:  What Financial Professionals should know

presented by Andrea Gray, Sr Counsel, Harris Beach PLLC
Lou Rossetti, VP Trust Officer, CNB Wealth Mgt &  Lisa Powers, Harris Beach PLLC

This program outlines what financial planners and insurance advisors can look for in a client’s estate plan. The presentation covers why a client may need a trust versus a will, what types of trusts are available, and what financial planners can look for to coordinate the financial component with the overall estate plan attorneys develop for the client. The presentation also covers what a valid will is, the probate process, the importance of beneficiary designations being congruent with the legal estate plan, and practice tips to issue spot with a client when discussing financial and insurance components. Additionally, the program will focus on Medicaid planning and use of irrevocable trusts.

The program will allow financial planners and insurance advisors to appreciate the scope of estate planning for individuals and families, and the importance of collaboration between all professionals the client uses to better serve those who are seeking these services for themselves or their loved ones.