Skip to Content
Author: The BCW

Leave a Comment

TOMPKINS FINANCIAL ADVISORS’ JOHN P. GENN TO CO-CHAIR HUDSON VALLEY ESTATE PLANNING COUNCIL EVENT

Hudson Valley, NY, October 3, 2017 – Tompkins Financial Advisors, the wealth management firm of Tompkins Financial Advisors with locations throughout Dutchess, Putnam and Westchester counties, has announced John P. Genn III, vice president and senior trust officer, has been named as co-chair of the Hudson Valley Estate Planning Council’s (HVEPC) Estate Planning Day event at Marist College in Poughkeepsie on Saturday, October 14. Genn, who lives in Pawling and has more than 30 years of experience in trust administration, serves as secretary of the HVEPC.

The half-day event will run from 9 a.m. to 1 p.m. and consist of six 35-minute presentations by various estate planning professionals. Scheduled topics include Essential Estate Planning Tools: Will, Power of Attorney, Advance Healthcare Directives; Cyber Security and Estate Planning; IRAs and Annuities in Estate Planning; Planned Giving as Part of an Effective Estate Plan; Snowbird Planning & Considerations; plus Medicare and Medicaid Planning.

The HVPC’s professional estate planning members are dedicated to networking and educational opportunities related to the industry. Attorney Stewart Glenn of Glenn & Breheney, PLLC in Newburgh, is co-chair of the organization’s October 14 event with Genn. Tickets are $20 and include a bound guide, lunch, refreshments and free parking. To register, visit www.hvepc.org/events/event/15300.

Similar Member News Items

We are delighted to announce our upcoming monthly event on Tuesday, December 3rd from 6-8 PM featuring the incredible Dr. Nicole Fleishmann, author of the newly-released book, The Second Mouth! Join us for an enlightening evening where you’ll learn about: ✨ The mind-body connection ✨ Navigating the physical changes of menopause ✨ Tips for maintaining […]

Read Article

The Osborn Pavilion in Rye has been recognized as a “Best Nursing Home” for 2025 by U.S. News & World Report, receiving a 5/5 overall rating. It is one of only four skilled nursing facilities in Westchester County to achieve a High Performing rating in both the Short-Term Rehabilitation and Long-Term Care categories. To be […]

Read Article

Sustainable Westchester, a municipally-led shared service provider that delivers climate solutions to the governments, businesses, organizations, and people of Westchester County, is pleased to announce that the application period is now open for the U.S. Department of Energy’s Renew America’s Nonprofits Grant Program. Last year, Sustainable Westchester was one of nine nonprofits selected nationwide to […]

Read Article

Become A Member

Join the county’s largest and most influential business organization today.

JOIN NOW!
The Business Council of Westchester is committed to helping businesses market, learn, advocate, and grow. Over 80 events and programs are offered every year, giving our members ample opportunity to connect and meet with businesses representatives in the Westchester community and beyond.
Back to top