Join Tompkins Financial Advisors for an online event!

Estate Planning Essentials

Thursday, June 12, 2025

12:30PM - 1:15PM

Register now

What will you learn?

Join us for a discussion on a variety of estate planning topics such as:

  • Key Estate Planning Documents
  • Beneficiary Designations and Account Ownership
  • What is a Trust and Do You Need One?
  • What is a Corporate Executor and Trustee
  • Life Changing Events and Updating Your Documents
  • Tax Updates

Learn from our Experts

Join our Trust and Estates Team as they discuss Estate Planning Essentials

Jennifer L. Alfieri

SVP, Chief Fiduciary Officer

Tami Amici

VP, Fiduciary Services Tax Manager

John P. Genn

VP, Sr. Trust Officer

 

John A. Poli

VP, Sr. Trust Officer

Heather Berry

VP,  Trust Officer

Serena Compitello

AVP, Trust Counsel

Aaron C. Rowe

AVP, Trust Counsel

 

Michael Ziminsky

Trust Officer

Trust and Estate Services provided through Tompkins Community Bank, Member FDIC. Investments and insurance products are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.