EFPCSNJ November 19, 2020 Education Breakfast Webinar
"Funding Trusts with Retirement Plans in a Post-SECURE Act World"
Date: Thursday, November 19 , 2020
Time: 8:15 am - 9:30 am
*****Location: Webinar - From Your Location *****
Speakers: Irene Giman, MBA, CFA, CFP - RTD Financial Advisors, Joseph M Kempter, JD, CPA - Kulzer & DiPadova and Dan Marques, CPA - Drucker Scaccetti
Topic: Funding Trusts with Retirement Plans in a Post SECURE Act World
Cost: EFPCSNJ Members - FREE
Non-Members - $25.00
Thank you to our sponsors:
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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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