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August 2018

August 21 – Making the Most of Your Client’s Philanthropy: Advanced Charitable Planning Techniques (Webinar)

August 21 @ 12:00 pm - 1:00 pm
Online Webinar

This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society Program Overview Hear valuable information on giving vehicles, tax-savings opportunities and unique philanthropic initiatives for your clients. Learn about the advanced charitable planning techniques that are favorable in today’s economic environment. Review sophisticated charitable planning techniques with a special emphasis on creative uses of private foundations, donor-advised funds, charitable remainder trusts, and advanced charitable estate planning techniques. Emphasis will be on simultaneous use of multiple planning techniques…

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September 2018

Sept. 12 – Retirement Income: Which Account, When? (Webinar)

September 12 @ 12:00 pm - 1:00 pm
Online Webinar

Program Overview A variety of research exists on when to harvest from different accounts to create a more tax-efficient retirement income stream. Unfortunately, the research doesn’t seem to agree. Some demonstrates the value of using nonqualified money early in retirement while other research demonstrates the value of using IRA funds. Most of the research is presented through case studies. Ultimately, these decisions are unique to client circumstances, resources, and risk preferences, making an individualized decision critical. Thispresentation addresses what to consider in terms of income stability, risk,…

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What is the Best Business Entity: C-Corp, S-Corp or LLC Taxed as Partnership?

September 25 @ 8:30 am - 11:00 am
2nd Floor Conference Room, 354 Eisenhower Parkway
Livingston, NJ 07032 US

What is the Best Business Entity: C-Corp, S-Corp or LLC Taxed as Partnership? A two-hour Continuing Education Program Presented by Society of Financial Service Professionals – North Jersey Chapter This meeting qualifies for TWO hours for licensed NJ life insurance producers. This meeting will also qualify for CPE ,CFP & PACE continuing education credits When: September 25, 2018 Breakfast: 8:30am Session: 9:00am – 11:00am Where: 2nd Floor Conference Room, 354 Eisenhower Parkway, Livingston, NJ 07039 Cost: Member $10 / Non-Member $20…

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November 2018

VTC Replay: Retirement Planning and Longevity Considerations After Tax Reform

November 20 @ 8:30 am - 11:00 am
2nd Floor Conference Room, 354 Eisenhower Parkway
Livingston, NJ 07032 US

VTC Replay: Retirement Planning and Longevity Considerations After Tax Reform A two-hour Continuing Education Program Presented by Society of Financial Service Professionals – North Jersey Chapter This meeting qualifies for TWO hours for licensed NJ life insurance producers. This meeting will also qualify for CPE,CFP & PACE continuing education credits When: November 20, 2018 Breakfast: 8:30am Session: 9:00am – 11:00am Where: 2nd Floor Conference Room, 354 Eisenhower Parkway, Livingston, NJ 07039 Cost: Member $10 / Non-Member $20 Do you have a…

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