EFPCSNJ September 19, 2019 Education,
Networking and 2019-2020 Kick off Event at
Top Golf
Date: Thursday, September 19, 2019
Time: Registration 4:30—5:30pm, Opening Remarks 5:15-5:30pm, Educational Program 5:30 —6:30pm, Food/Drinks/Golf 6:30—8:30pm
*****Location: Top Golf, Mt. Laurel, NJ *****
Speakers:
Tiffany Donio, Esq.- Archer & Greiner
Ken Harris, Esq. - Harris Law Offices
Chris Vassalo, CFP - RTD Financial
Topic: "Planning for the Back 9: What you need to know about Business Succession"
Join EFPCSNJ and kick off the 2019-2020 Meeting Year with a 1 hour
educational program, followed by 2 hours of networking, food, drinks and golf at Top Golf in Mt. Laurel, NJ.
This educational program will explore all that you need to know to assist your clients in planning for business succession. We will explore how to plan for business succession/transition, the legal and tax considerations, assessing the individuals who will succeed, and common issues/problems clients face during succession. This lively panel discussion will assist you in navigating your clients through this unique chapter in their lives.
EFPCSNJ Members & Non-Members - $85.00
This meeting is being exclusively sponsored by:
We are applying for this meeting to qualify for the following CE credits:
1.0 CPE credit (for CPAs), 1.0 CFP credits, NJ & PA CLE credits
Thank you to our CLE Sponsor:
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