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:



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: