Upcoming Event



8:30 am - 9:30 am

The Buffalo Club, 388 Delaware Avenue, Buffalo, NY 14202

Succession Planning

Nick Morreale - Paramax

TOPIC: Succession Planning

The consensus for the program is the necessary timing, processes, parties, etc… to business succession planning, with a focus on what the members of our organization should concern themselves with for our clients in both the planning/advise stage, along with the steps they should take to ensure that they continue to be an integral part in the process.


Organizational Overview

The professional organization was formed in 1940 to "encourage respect and active cooperation among the members in providing the highest quality of service to mutual clients". The organization continually evolves to provide its members the contacts, resources and relevant industry updates for a competitive advantage.

Benefits of Membership

Membership Directory

Financial professionals in each discipline and their contact information are provided.

Professional Development

Subject matter experts provide perspective and an overview of current events, tax updates and hot topics affecting the financial industry.

Past Meeting Materials

Biographies of presenters and PowerPoint slides are included. See topics of interest and relevant industry updates.