8:00 am - 9:15 am
The Buffalo Club, 388 Delaware Avenue Buffalo, NY 14202
Betsy Constantine & David Luzon
TOPIC: Charitable Planning
An update on Charitable Planning techniques.
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
Financial professionals in each discipline and their contact information are provided.
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.