The Financial Planning Association (FPA) of New Jersey invites NJCPA members to their Annual Spring Symposium. NJCPA Members pay the FPA member rate with discount code NJCPA0524.
DESIGNED FOR
All accounting and finance professionals
BENEFITS
Gain new tax, retirement and financial planning strategies.
HIGHLIGHTS
KEYNOTE SESSIONS:
Principles of Tax Planning for Financial Advisors
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA
Utilizing AI for Financial Planners
Dr. Harry Mamaysky
Improvisational Communication
Bill Prinzivalli
BREAKOUT SESSIONS:
Estate Planning for Multinational Clients
Paula M. Jones, Esq.
Dr. Harry Mamaysky
Beyond Money: The Rest of Retirement
Ryan Bertrand, CFP® CLU®
Value of Income Planning® and LifeYield Social Security+ Tool
Machenzie Wickre
Tax-Efficient Capital Protected ETF Strategies for Cash on the Sidelines
Matt Kaufman
Leveraging the Marketing Rule to Turbocharge Your Business
Laura Flanagan, CEO, 3iCO
Justin Dausch Counsel, Royer Cooper Cohen Braunfeld
PREREQUISITES
None
ADVANCE PREPARATION
None