Free

Earn CPE/CE Credits! - Northeast Planning Corporation CPE Seminar

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Northeast Planning Corporation

1150 Raritan Road

Suite 201

Cranford, NJ 07016

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Northeast Planning Corporation invites you to attend our CPE Seminar on Thursday, November 30th. Breakfast & Registration will begin at 8:30 AM followed by the presentations beginning at 9:00 AM.

COURSE OVERVIEW:

  • Using a Tax Return as a Planning Tool (1 Credit)

  • Part 1 of 2: Ten Things CPAs Might Not Have Known About Retirement Benefits (1 Credit)

  • Part 2 of 2: Ten More Things CPAs Might Not Have Known About Retirement Benefits (1 Credit)

Your Presenter: Bryan T. Davis CFP®, CLU®, ChFC®
Since 2009 Bryan has been assisting, The Guardian Life Insurance Company of America’s field force with Advanced Planning Concepts in the Business Marketplace. Bryan originally started with Guardian in the field as a planner, with an “industry giant” named Sidney Friedman in 2003, and made a transition to Guardian’s Home Office, after Sid’s passing. As part of the Business Resource Center, Bryan provides technical support, case design, research, illustration support, and mathematical analysis to help Northeast Planning Corporation’s Financial Professionals and the clients they represent. Northeast is proud to have Bryan as part of their team of professionals and guest speaker for the many CPE classes they support throughout the year.

Please RSVP by sending an email to nikki_potts@nepcusa.com by November 22nd.

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Northeast Planning Corporation

1150 Raritan Road

Suite 201

Cranford, NJ 07016

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