EFPCSNJ November 21, 2019  Education Breakfast Meeting

"It’s Already November – Have you talked to your clients about Charitable Planning?"

 Date: Thursday, November 21, 2019
Time: Registration 7:45—8:15 am, Breakfast - 8:00 am, Opening Remarks 8:15-8:30am,  Educational Program 8:30 —9:30am
*****Location: Samaritan Healthcare and Hospice – 265 Route 73 South, Voorhees, NJ 08043 *****
Speakers: 
Jamie McCann – American Cancer Society, 
Yasmeen Khaleel Esq. – Capehart Scatchard, Lee Shields, CPA – Friedman, LLP

Topic:  It’s Already November – Have you talked to your clients about Charitable Planning?

This will be an interactive discussion on practical charitable planning ideas that will assist you with year end planning for your clients.  Some of the topics covered will be the use of donor advised funds, how the higher standard deduction has changed planning for people and the use of charitable trusts.

EFPCSNJ Members  - $30.00
Non-Members - $40.00

This meeting is being exclusively sponsored by:

 

CLICK HERE TO REGISTER NOW

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: