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Friday, October 20, 2017 LiveEssex Chapter

Personal Wealth Management & Financial Planning (E1710589)

8:30 AM - 12:30 PM EDT

Registration: 8:00 AM EDT

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

4 CPE Credits in CS
Food Drive Collection Event

OVERVIEW

Learn retirement planning tips to sustain wealth, hear an explanation and comparison of plans and more. Then get advice on managing your clients' personal wealth and financial planning best practices. Learn tips for reducing income tax liability, accumulating capital, managing property and investments, funding education and more. Don't miss this informative session!

BENEFITS

Earn 4 CPE credits in CS.

HIGHLIGHTS

Retirement Planning

In this session, we will discuss:

  • How to convert a business deduction into a lifetime of retirement income
  • Explanations and comparisons of SEP IRAs, SIMPLE IRA, and traditional 401k plans
  • Benefits of implementing a Profit Sharing Plan
  • Retirement planning's best kept secret - Cash Balance Plan

 

The Benefits of Personal Financial Planning

In this session, we will discuss:

  • The art of Interviewing the client to understand their personal finances
  • How to develop a Personal Financial Plan
  • Reviewing their Statement of Net Worth, Income & Expenses
  • Projecting their Cash Flow from now until the end of the retirement period
  • Building in Strategies to potentially enhance your chances for a successful retirement
  • How to select Investments & Life Insurance Products that fit into the Financial Plan

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$14 late fee will be applied after 10/18. Season Pass holders must register for each event.



For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTORS

James Cassa

James T. Cassa, CPA

President

Cassa Wealth Management

Jim Cassa is the founder and President of Cassa Wealth Management, P.C. an independent Financial Planning and Wealth Management firm based in Paramus, NJ.

With more than 25 years in finance, Jim is a widely respected and trusted advisor providing comprehensive Financial Planning for High Net Worth Individuals, Corporate Executives and Small Business Owners. Jim is a multi-year winner of the 5 Star Wealth Manager Award, a prestigious award given to less than 2% of the Financial Advisors in the local market. The award recognizes advisors for customer service, integrity and value for fee charged among other criteria.

A 1983 graduate of Pace University, Jim earned a BBA in Public Accounting and is a Certified Public Accountant (CPA). He began his career working for a national public accounting firm, and later achieved substantial success in the corporate world, holding various Controllership positions for two major Fortune 500 Companies, Mercedes Benz and Sony Electronics. In 2004, after 20 years of working as a CPA, Jim chose to utilize his Accounting & Tax knowledge to start his own Wealth Management Practice at Smith Barney.

In 2009, Jim moved his practice from Smith Barney to LPL Financial, an Independent Broker Dealer with whom Jim is affiliated. LPL is leading distributor of non-proprietary products. This enables Cassa Wealth Management to provide independent and unbiased advice that is built on an integrated platform of exclusive technology, brokerage and investment advisory services.

Jim, a long-time resident of Bergen County NJ, is very active in community activities. In 2006, he founded and served as president of the Leading Edge Chapter of BNI (Business Networking International), the world’s most successful business networking organization. In addition, he is an avid sports fan and enjoys exercising and fine dining. Jim resides in Hillsdale, NJ along with his wife Irene and their two children Troy and Ashley.

Jason Kolinsky

Jason Kolinsky, CFP

Financial Advisor

Kolinsky Wealth Management

Jason Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor, and Life and Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 2007 and is a Registered Representative and a Registered Principal with American Portfolios Financial Services, Inc. Jason obtained his Certified Financial Planner™ certification in 2012.

At KWM, Jason focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals. In addition, he is the Chief Compliance Officer for Kolinsky Wealth Management, LLC.

Jason is a member of the National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA) and the Mahwah Chamber of Commerce. In his free time, Jason volunteers his expertise at Financial Planning Days, which are hosted by the Certified Financial Planner Board of Standards , Inc. Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors. Jason holds a B.S. in Business Administration (Finance concentration) from Ramapo College of New Jersey and resides in Bergen County.

Certified Financial Planner Board of Standards, Inc.® owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form