Events

Please join John P. Genn III, Vice President & Senior Trust Officer, David S. Bolger, Senior Vice President & PA Managing Director, and Brendan C. Fuller, Director of Financial Planning, for lunch as they share insights into Tomkins Financial and the work that they do.

Following lunch, please stay for a hosted CLE program on asset protection: Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection.

CLE Credit: 1.5 substantive CLE credit pending PA approval (with reciprocity in NJ & NY)

• CLE credit is being provided courtesy of Tompkins Financial, and they will handle the accreditation process on behalf of the attendees. Additional instructions will be given at the program.