EPC of Putnam County March Meeting

Date: Monday, March 7, 2016
Time: 6:00pm - 9:00pm
Location: 4 Brothers Restaurant, 654 Route 6, Mahopac, NY 10541

The Estate Planning Council Of Putnam County


“Protecting Vulnerable Elderly or Impaired Clients and Their Resources”

 by: Christopher J. Aventuro, Esq.

Monday, March 7, 2016,

Four Brothers Restaurant in Mahopac, NY (654 US-6, Mahopac, NY)


Open Networking and cash bar begins at 6:00PM in the conference room in rear of restaurant overlooking the lake, followed by, announcements, “a word from our sponsor”, “news and information” segment, dinner and featured presentation.

There is no charge for chapter members and a $55.00 charge for guests.

If there is some knew information pertaining to the world of estate planning that you feel would be of value for our group to know about, please contact George Neuhaus Jr., at 845-279-5006 to be put on the agenda for a concise 2 minute presentation to the group during the “news and information” segment.

Our featured speaker will be Christopher J. Aventuro, Esq. from Keane & Beane P.C. (www.kblaw.com). 

Christopher’s presentation will address what professionals can do to prevent dissension, manipulation and abuse involving the elderly or impaired, either from within a family or by outsiders.  Estate Planning Council Members will learn guidelines for protecting the vulnerable in three areas: (a) advance planning; (b) monitor for earlier warning signs of decline and abuse; and (c) rectifying abuse.  Mr. Aventuro will share cases that illustrate elements and implications of strong and poor planning.

Please RSVP to chapter secretary Adam Rude at adam.rude@lobplanning.com or 914-428-6440 by Thursday March 3, so we may provide an accurate head count for the restaurant.

Looking forward to seeing everyone there!

Daniel A. Jacobius, CFP ®, LUTCF, CLTC

Chapter President

Djacobius1@metlife.com, 914-372-2874


Visit us at www.putnamestateplanning.org Member NAEPC (www.naepc.org

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