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Thursday, May 25, 2017 LiveAtlantic/Cape May Chapter

Hot Topics in Financial Planning (E1705189)

8:15 AM - 10:15 AM EDT

Registration: 8:00 AM EDT

Greate Bay Resort & Country Club

901 Mays Landing/Somers Point Road
Somers Point , NJ 08244

2 CPE Credits in CS
New Location Greate Bay Resort & Country Club

OVERVIEW

Attend this session and hear about changes in financial planning strategies under the new administration. We will survey the current financial planning horizon for ideas on how CPAs can best help clients meet their short and long term goals.

BENEFITS

Earn 2 CPE credits in Consulting Services.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

NOTE: The event is being held at Greate Bay Resort & Country Club, Somers Point. It was originally scheduled at Linwood Country Club.

INSTRUCTOR

Jeffrey Christakos

Jeffrey Christakos, CPA/PFS, MBA, CFP

Partner

Westfield Wealth Management, LLC

P. Jeffrey Christakos, CPA/PFS, CFP®, CLU, AIF® is a partner at Westfield Wealth Management (RIA firm) and Christakos & Co., PC (CPA firm). He is a Term Professor at Seton Hall University where he teaches accounting and wealth management. He was also the Department Chair and Specialist Professor of Accounting at Monmouth University where his teaching focus was personal finance and tax. At NJCPA, he is an active member of several committees, including the Content Advisory Board, Federal Taxation Interest Group and the Nonprofit Interest Group.

PRICING

$45.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form