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Thursday, May 24, 2018 LiveAtlantic/Cape May Chapter

Hot Topics in Financial Planning (E1805119)

8:15 AM - 10:15 AM EDT

Registration: 8:00 AM EDT

Atlantic City Country Club

One Leo Fraser Drive
Northfield , NJ 08225

2 CPE Credits in CS

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.



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

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

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form