Jul

28 2022

Tax Seminar

7:30AM - 10:00AM  

Irondequoit Country Club 4045 East Avenue
Rochester, NY 14618

Please join us on July 28, 2022 at 7:30 a.m. for a tax and planned giving seminar, featuring Jeffrey Levine, Lead Financial Planning Nerd at KITCES.COM and Chief Planning Officer at BUCKINGHAM WEALTH PARTNERS. He will be presenting on TEN CRITICAL IRA ERRORS ADVISORS MUST AVOID. The event will be held at the Irondequoit Country Club (4045 EAST AVENUE, ROCHESTER, NY 14618).

Program will be offered in-person and virtually. In-person attendance is limited and will be available on a first-come, first-served basis. It will also feature a continental breakfast. There is no charge to attend.

If you have any questions, contact Eric Brandt at 585.241.8625 or ebrandt@jewishrochester.org.