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ESL Holds Financial Seminar: Estate Planning Pitfalls to Avoid


ESL Investment Services, LLC, will offer two estate planning financial seminars as one of its five-part Finances in Focus series. The seminar is open to all, but registration is limited.

“Estate Planning: Pitfalls to Avoid” will examine the common misunderstandings and oversights pertaining to inheritance planning, including selecting beneficiaries, charitable intentions, trust creation, and tax implications.


Estate Planning: Pitfalls to Avoid


Tuesday, June 7, 2016
8 a.m. Registration
8:30–10:30 a.m. Presentation
Breakfast included


Locust Hill Country Club
2000 Jefferson Rd.
Pittsford, NY 14534


Thursday, June 16, 2016
5:30 p.m. Registration
6–8 p.m. Presentation
Hors d’oeuvres and cocktails included


Red Fedele's Brook House
920 Elmridge Center Dr.
Rochester, NY 14626

To Register:

Call 585.336.1000 or visit

About ESL Investment Services, LLC

Established in 1996, ESL Investment Services, LLC, provides a full range of financial services, including retirement planning, insurance, financial planning, and wealth management.

Fixed annuities and insurance are offered through ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union. ESL Investment Services, LLC, and ESL Federal Credit Union are not insurance companies or insurance underwriters. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL Financial and its affiliates.

ESL Investment Services, LLC, and ESL Federal Credit Union are not affiliated with LPL Financial or its affiliates.

Securities and advisory services offered through LPL Financial, member FINRA/SIPC, and a Registered Investment Advisor. Insurance products may also be offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Kansas, Maine, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wyoming.

For more information, contact:

Rich Pulvino, APR
Vice President/Director, Corporate Communications