"Members Only" Breakfast Meeting: 2019 Year-End Tax Planning Update and Discussion

Date: Wednesday, November 20, 2019
Time: 8:00am - 9:00am
Location: Bank of America Private Bank, 55 Railroad Ave, Greenwich, CT 06830
Speaker: Christopher C. Vescio, CPA, Principal Member, Vescio Family Advisors, LLC

We are pleased to announce that Christopher C. Vescio, CPA, Principal Member, Vescio Family Advisors, LLC, will be our guest speaker whose presentation will be a ”2019 Year-End Tax Planning Update and Discussion” at our “members only” breakfast meeting on Wednesday, November 20, 8:00 a.m. to 9:00 a.m., at the Bank of America Private Bank office located at 55 Railroad Avenue in Greenwich.

Christopher is the Principal Member of Vescio Family Advisors, LLC and founded the firm in 2010.  He has over 20 years of experience working with affluent families, individuals, trusts, and closely held businesses in the areas of taxation, accounting, and estate planning. Click here for speaker bio.

Advance registration is required (due to building security protocol) and reservations to attend can be made by contacting me by email (alva.carter-hasan@bofa.com); “first come, first served.” As a courtesy to those who attend, we request that cell phones be silenced during the session. We also request that “No Shows” be minimized. Please feel free to bring coffee, tea, bagels, etc. to the meeting.

PARKING: Guest parking is located at the back of the building located off 55 Railroad Avenue and entered via the side entrance of the building or you may park on Greenwich Avenue or on Railroad Avenue (off-street parking) and walk to the building. Please note that Bank of America has 8 reserved spots that are clearly marked upon driving to the back of the building; therefore, please let me know if you plan to park at the back of the building so I can reserve a spot for you.  Upon entering the building, please check in at the security desk located in the lobby. Security will then direct you to the elevator bank that will take you to the Bank of America Private Bank office located on the 3rd floor.

If we must cancel a breakfast meeting, an email will be sent to all registrants for whom we have an email address and we will make every effort to contact all registrants by phone as well. If you are unable to check your email or voice messages, please visit our website at www.epclfc.org where the cancellation announcement will be posted on our home page under “Next Meeting.” Except in unusual circumstances, we would know about the cancellation by 4:00 p.m. the afternoon prior to a breakfast meeting.

Finally, please be sure to mark your calendars for our dinner program on Wednesday, December 11th, at Innis Arden Golf Club in Old Greenwich.

Alva J. Carter-Hasan, Second Vice President, Programs

See Upcoming Event Calendar