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Informed Retired People: Financial Planning

September 19, 2019 at 11:30am1:00pm EDT

Falk Complex

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Tom Griffith and Jan Lane, from the Central New York Community Foundation, will speak about financial planning concepts centered on the wealth transfer between generations and how this impacts financial and estate plans for individuals in our region as well as general charitable planning concepts.

Meetings will be held at the First Baptist Church (5833 E Seneca Turnpike, Jamesville) from noon to 1 p.m., with refreshments from 11:30 a.m. to noon.

This event was published on August 27, 2019.

Event Details