Upcoming Event



8:30 am - 9:30 am

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

Tax Efficiency in Retirement Planning

Dan Byles-Smith - Waterford Advisors

TOPIC: Tax Efficiency in Retirement Planning

Tax Minimization Strategies


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.