March 5 2019 – Dinner Meeting
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3/5/2019
When: Tuesday, March 5, 2019
4:00 PM - 7:30 PM
Where: Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, New Jersey  08830
United States


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#FPANJDinner

 

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 Dinner Meeting. Please contact us for more details. This special offer expires 1 week before the meeting.

 

 


 

Date: Tuesday, March 5, 2019

 

Topic: Intergenerational Wealth Transfer

 

Sponsor: Capital Group/ American Funds - Alex Diorio - (516) 242-6376 - alex.diorio@capgroup.com

 

Presenters:

 

Program Description:

This program will enable the participants to discuss and evaluate changes in the client's personal circumstances (focusing on aging issues) and to provide ongoing client support. Additionally, the participants will be reminded of their responsibility to consider the ramifications of aging parents and to serve as a fiduciary. This program will also enable the participants to evaluate the client's estate documents, ownership of assets, beneficiary designations, and gifting and to make recommendations on these issues and appropriate strategies to transfer property.

 

Learning Objective:
This presentation will help the financial advisor identify concerning issues with elderly clients - particularly physical, psychological or financial abuse. It will address what a Geriatric Care Manager does and how they work with a Financial Advisor to develop a plan for clients and their families. This presentation will also provide a 2019 update on estate planning, a refresher on state estate tax issues and documents. It will also cover how to use estate planning to bring families together and how to adjust the family to care for an aging parent.

  

Schedule:

4:00 - 4:30 PM -- Onsite Registration and Networking
4:30 - 7:30 PM -- Cash Bar, Dinner, and Presentation

Location:
Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, NJ 08830-2709
732-494-6200

Registration Fees:

Pre-registration
FPANJ Member – $60
Non-Members - $95

Onsite
FPANJ Member – $80
Non-Members - $115

If you prefer sending a check as payment, please click here for a registration form and mail it with your check to:

FPANJ
551 Valley Road #365 
Upper Montclair, NJ 07043

For your protection, credit card payments will only be accepted online.

 

Credit Information:

 

CFP Credits: 

Accepted for 3 CFP® CEs by the CFP Board of Standards.

 

Accounting Credits: 

This meeting also qualifies for 3 Accounting CPE CE. 

 

Please Note: No Partial Credit is Available. Please be prepared to stay from 4:30 to 7:30 pm to receive credits. We will not be offering NJ Insurance CEs. Those members that have their CFP® designation can self-report their NJ Insurance CEs.

Cancellation Policy: ALL cancellations must be made 72 hours prior to the event. Any cancellations made within the 72 hour period of the event unfortunately can NOT be refunded.

 

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