July

22

8:00 am - 9:15 am

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

Planning with IRAs after the SECURE Act

Catherine Eberl, Amy Walters, Kenneth Hunt, HodgsonRuss LLP

TOPIC: Planning with IRAs after the SECURE Act

SECURE Act - planning for recent changes

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August

19

8:00 am - 9:15 am

The Buffalo Club, 388 Delaware Avenue Buffalo, NY 14202

Charitable Planning

Betsy Constantine & David Luzon

TOPIC: Charitable Planning

An update on Charitable Planning techniques.

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September

16

8:00 am - 9:15 am

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

Family Governance

Scott Friedman

TOPIC: Family Governance

A brief overview of family governance

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October

21

8:00 am - 9:15 am

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

Year-End Tax Planning

TBD

TOPIC: Year-End Tax Planning

A look at tax strategies for year-end planning

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November

18

4:00 pm - 5:15 pm

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

ANNUAL MEETING and Economic Update

Patrick Boyle

TOPIC: ANNUAL MEETING and Economic Update

The annual economic update from Pat Boyle

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December

09

8:00 am - 9:15 am

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

Planning for the Increased Estate Exemption in an Uncertain Environment

Patrick Emmerling

TOPIC: Planning for the Increased Estate Exemption in an Uncertain Environment

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