Sophisticated Planning Techniques for the over $10 Million Client (which also work for the merely rich)!

SPEAKER: Stacy Eastland, Managing Director of Goldman, Sachs & Co.

8 AM - NOON (Breakfast Buffet & check in 7:30 AM)

CLICK HERE FOR BIO: STACY EASTLAND

PLATINUM SPONSOR:

FIDUCIARY TRUST INTERNATIONAL

SPONSORS:

TICKETING CLOSES: FRIDAY, OCTOBER 19th AT 6:00 PM.

GUEST TICKETS ARE NON-REFUNDABLE

Continuing Education Credits:

CFP 3.5 credits

NJ CPE 3.5 credits

NJ CLE - 3.5 This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.5 hours of total NJ CLE credit (0.0 Ethics).

NJ INSURANCE - 3.0 credits (Course #88893136)

CTFA - 4.5 credits (1.5 FP, 3 Tax) "The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Estate Planners Day 2012 - "Sophisticated Planning Techniques for the over $10 Million Client" has been approved for 4.5 CTFA credits. CTFA credits should be distributed as follows: 1.5 FP, 3 TAX. This statement should not be viewed as an endorsement of this program or its sponsor."

Presenter’s outline and presentation have been made available to registered attendees as of 10/18/12). If you are unable to access the link, please contact bergenepc@gmail.com.

iPad raffle returns!

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

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