September 18 2018 - Regional Breakfast Meeting (Florham Park & Hamilton)
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9/18/2018
When: Tuesday, September 18, 2018
8:30 AM - 10:00 AM
Where: United States


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This meeting is only being held in Florham Park and Hamilton on September 18th. Click here to register for the Paramus and Red Bank locations on Wednesday, September 26th. 

 


For a first-time new member CFP® Professional a $220 COMBINED SAVINGS on membership in the Financial Planning Association and member rate for the FPANJ Regional Meeting. Please contact us for more details. This special offer expires 1 week before the meeting.

 

 



Date: Tuesday, September 18, 2018

  

Time: 
8:00 - 8:30 AM - Networking
8:30 – 9:30 AM - Presentation
9:30 AM - Q&A

Topic: Summary of Tax Cuts and Jobs Act of 2017 and Impact on Tax Planning Strategies

 

Credit Information:
Accepted for 1 CFP® CE by the CFP Board of Standards. 
This meeting also qualifies for 1 Accounting CPE CE.

There are No NJ Insurance CEs available for this meeting.
   
Our Featured Speakers (Click on names for Bios): 
Florham Park: Mary Sunderland, EA CFP® of Sunderland Financial Management LLC
Hamilton: Bill LaChance, EA of WJL Financial Advisors

Program Description: 
The Tax Cuts and Jobs Act passed by Congress in December 2017 made some sweeping changes to the tax code. This program is designed to orient participants on these changes as we move in the fall tax planning season. The session will cover changes to the law as well as several new tax planning strategies to help clients manage their tax liability.
   
Level of Complexity: Intermediate

Registration Fees:
FPANJ Member – Free
Non-Members – $20

 

  

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