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ESTATE PLANNERS DAY 2016 THE BIG PAYDAY
New Paradigms and Approaches for Business Transitions and Succession

Estate Planning Council of Bergen County, Inc.

Thursday, October 20, 2016 from 7:30 AM to 12:00 PM (EDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
MEMBER
MEMBER TICKET - No charge for current 2016-17 Estate Planning Council of Bergen County, Inc. members who have paid their dues by September 30, 2016.
Oct 14, 2016 Free $0.00
SENIOR MEMBER TICKET
Senior Members 2016-17 Estate Planning Council of Bergen County, Inc. Select ORDER NOW to pay by credit card. Contact bergenepc@gmail.com if you wish to pay by check.
Oct 14, 2016 $125.00 $7.87
NAEPC GUEST TICKET
This ticket is for current members of other NAEPC Councils. Please be sure to designate your local Council's name at check out to receive the discounted price. Select ORDER NOW to pay by credit card. Guest Tickets are NON- REFUNDABLE.
Oct 14, 2016 $125.00 $7.87
GUEST TICKET
Estate Planners who are not Members of the Estate Planning Council of Bergen County, Inc. who wish to attend. Select ORDER NOW to pay by credit card. Guest Tickets are NON-REFUNDABLE.
Oct 19, 2016 $150.00 $9.24

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Event Details


 

                         John A. Warnick, JD                                      Paul McKibbin

 

Program Description:

This year we are presenting "THE BIG PAYDAY", an interactive collaborative living case study on film, followed by a multi-disciplinary discussion by our attendees. Our program will be facilitated by John A. Warnick, JD, a nationally recognized facilitator, and Paul McKibbin, a managing director of Family Office Metrics.
 

/www.shakingthetree.org/portfolio-posts/the-big-payday/


 

 

Breakfast Buffet & check in begin at 7:30 AM

Program 8:00 AM. - 12 NOON


 


 

  

PLATINUM SPONSORS:

 

FIDUCIARY TRUST INTERNATIONAL

 

 

CDS XEROX


 

 

GOLD SPONSORS:

 

 

 

BRONZE SPONSOR

 

 IF TICKETING HAS CLOSED AND YOU WOULD LIKE TO STILL ATTEND, PLEASE CONTACT BERGENEPC@GMAIL.COM TO SEE IF YOUR RESERVATION CAN BE ACCOMODATED

NAEPC DISCOUNTED & GUEST TICKETS ARE NON-REFUNDABLE



 

Continuing Education Credits:

CFP - 3.5 credits.  Estate Planners Day 2016 - New Paradigms and Approaches for Business Transitions and Succession. Program ID 229713.

CTFA - 3.5 credits FP. " New Paradigms and Approaches for Business Transitions and Succession has been approved for  3.5 CTFA credits. CTFA credits should be distributed as follows: 3.5 FP.  This statement should not be viewed as an endorsement of this program or its sponsor."  ICB Members must report these credits at www.icbmembers.org

NJ CPE - 3.5 credits. New Paradigms and Approaches for Business Transitions and Succession. (Intermediate Level/Topic Tax).

NJ INS - 3.0 credits. #88898170 New Paradigms and Approaches for Business Transitions and Succession (General/Classroom)

NJ CLE - 3.5 credits Estate Planners Day 2016 - The Big Payday


 



 

iPad mini raffle returns!


Please be sure to visit our sponsors and exhibitors for a chance to win a new Apple iPad Mini. 

More information will be available at the registration table at the event.

Have questions about ESTATE PLANNERS DAY 2016 THE BIG PAYDAY New Paradigms and Approaches for Business Transitions and Succession? Contact Estate Planning Council of Bergen County, Inc.

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When & Where


Saddle Brook Marriott
138 New Pehle Ave
Saddle Brook, NJ 07663

Thursday, October 20, 2016 from 7:30 AM to 12:00 PM (EDT)


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Organizer

Estate Planning Council of Bergen County, Inc.

Bergen County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.

Bergen County Estate Planning Council strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 

  Contact the Organizer
ESTATE PLANNERS DAY 2016 THE BIG PAYDAY
New Paradigms and Approaches for Business Transitions and Succession
Things to do in Saddle Brook, NJ Conference Business

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