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Once again the GNJEPC is excited to welcome back Leonard Witman, Esq. While this has become an annual event, it has also become one of our most popular. Mr. Witman is a nationally known lecturer, author, and expert in Retirement and Distribution Planning and Estate Planning. He will cover what's new, what’s hot, and what’s not, in Retirement and Distribution Planning, Roth IRA’s, and using trusts with Retirement Plan assets. Mr. Witman will also share some new planning ideas that you may never have thought of. Bring your questions as Mr. Witman is truly an expert's expert. This is assured to be a very interesting and informative event – one you don’t want to miss!
Documents for this presentation will be distributed to
registered attendees closer to the presentation
LOCATION: SEASONS (BREAKFAST)
7:30 am Check-in and Networking
7:45 Breakfast begins
8:00 Program begins
10:00 am Program concludes
Continuing Education:
Continuing Education:
2.0 credits NJ CPE
2.0 credits NJ Insurance #88897285 Retirement Planning Ideas You Might Never Thought Of
2.0 credits CFP Retirement Planning Ideas You Might Have Never Thought of (Program ID 221555)
2.0 credits NJ CLE RETIREMENT PLANNING IDEAS YOU MIGHT NEVER HAVE THOUGHT OF Course # 58
For additional information about our Council, please visit www.gnjepc.org
The Greater New Jersey Estate Planning Council, Inc. is a member of the National Association of Estate Planning Councils (NAEPC). The Council consists of various professionals involved in the many facets of estate planning, as well as financial, charitable and philanthropic, investment and insurance planning. Our Council invites allied professional, involved in any of these or related fields/industries, to apply for membership. Our members include: attorneys, accountants, investment professionals and advisors; financial planners, advisors and consultants; trust officers, business valuation professionals, insurance, professionals; nonprofit development professionals, home healthcare and senior care providers, and other related professionals.
Through its monthly presentations the Council offers a forum within which to learn from each other and from industry leaders about planning techniques, current events, and shared experiences pertaining to the many disciplines of estate planning. Continuing education credits are often provided for CPAs , CFPs, NJ Attorneys and NJ Life Insurance practitioners.
Our meetings provide the opportunity to visit with friends and establish new relationships in the New Jersey/New York financial and estate planning community. Non-members are welcome to attend our meetings to learn more about the organization and attend presentations of special interest.
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