December 5 2017 – Dinner Meeting
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When: December 5, 2017
4:00 PM - 7:30 PM
Where: Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, New Jersey  08830
United States

Online registration is closed.
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 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.




Date: Tuesday, December 5, 2017

Topic: Addressing Cybersecurity Risks: Protecting Client Information and Your Practice

William Despo, Esq. - Despo Law Group
Fred Holzsager - Holzsager Technology Services, LLC

Stephen Bouchard, JD, CPA - Director of Examinations for the New Jersey Bureau of Securities in the New Jersey Attorney General’s Office



The presentation will cover cybersecurity risks to client information and your practice. Experts in compliance, technology and insurance will discuss issues regarding the following:

  1. Compliance with the regulatory environment
  2. Technology threats and protections
  3. Insurance coverages

The discussion will include topics such as the nature and extent of cybersecurity risks, regulatory actions (SEC, FINRA and state level), best practices, developing policies and procedures and business continuity plans, a review of the various cybersecurity insurance coverages and how key provisions apply, case studies and audience participation and questions. 

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

Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, NJ 08830-2709

For Directions to the Apa Hotel Woodbridge, please click here.

Registration Fees:

FPANJ Member – $65
Non-Members - $100

FPANJ Member – $85
Non-Members - $120

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

551 Valley Road #365
Upper Montclair, NJ 07043

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

Credit Information:
Accepted for 3 CFP® CE by the CFP Board of Standards.
This meeting will also qualify 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.

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