Samurai Estate Planning: Cutting Edge Concepts for 2015
Join Reger Rizzo & Darnall's Estates & Trusts Team at the Estate & Financial Planning Council of Southern New Jersey’s upcoming seminar, entitled Samurai Estate Planning: Cutting Edge Concepts for 2015. The seminar will be held Thursday, September 18, 2014 from 5:30 – 8:30 PM at Tavistock Country Club in Haddonfield, NJ.
From Baby-Boomers to Boomerangers. From the merely successful to the mega- wealthy. This session is a primer on current success strategies for wealth accumulation, preservation and transfer.
Reger Rizzo & Darnall will be joined by an esteemed panel of colleagues, including Gary DeVicci, MSFS, CFP and David Gill, CPA/PFS, CFP. The presentation may be available for 1.5 CPE, 1.5 CFP and 1.5 PA and NJ CLE Credits.
To register for the seminar, please visit the Estate and Financial Planning Council of New Jersey’s event registration page.