How New Federal Legislation Impacts Your Retirement, Estate, and Philanthropic Planning

This event is full. Thanks so much for your interest. If you’ve signed up, you will be sent a Zoom link for the event before Thursday.

Have you wondered how your retirement planning, estate planning, and charitable giving tools have been impacted by COVID-19 and the new federal and state laws enacted in the past six months?

Guest experts Jim Terwilliger and Scott Forsyth will outline what has changed (and what has not) to assure you that you can still achieve your lifetime and planned giving goals.

You are invited to join online for brief presentations with plenty of time for questions and answers with the two experts.

This event is free and open to the public, but registration is required to receive your online connection information for the meeting/conference call. Space is limited.

If you are unable to join the conversation, we can arrange another opportunity to answer your questions. Please reach out to Gay Mills at gmills@geneseelandtrust.org or 585-256-2130.

Thank you to our volunteer Guest Presenters

Jim Terwilliger, PhD, CFP®, Senior Vice President, CNB Wealth Management, Canandaigua National Bank & Trust. Jim is a senior planning advisor, frequent guest on “Ask the Experts” broadcasts on News Radio WHAM 1180, and financial columnist for 55+ Magazine. www.cnbank.com

Scott A. Forsyth, Esq., Forsyth & Forsyth Attorneys and Counselors at Law. Scott focuses his practice on estate planning and administration, income tax planning, and contract review. He is past chairman of the Trusts and Estates Section of the Monroe County Bar Association. www.forsythlawfirm.com