Contact
Victoria DynarskiFinancial Planning Association of Western New York
716-597-3905
fpawnymembers@gmail.com
WELCOME FPA WNY MEMBERS & GUESTS!
Topic: Key Estate Planning Concepts and Considerations for the Young and Young-at-Heart
Basic estate planning techniques will be discussed with highlights addressing often overlooked considerations such as planning for inheritance by minor children and opportunities for Medicaid asset preservation.
Speaker: Lucy M. Berkman | Special Counsel
Doors open at 11:30 AM
Lunch will be served at 11:40 AM
Program Starts at NOON!
This program has been approved for 1 CFP CE Credit
We look forward to seeing you on June 14th!