December 1, 2020 |
Estate Planning & Estate Administration During the Pandemic
Dana A. Bennett & Richard H. Greenberg |
November 19, 2020 |
Understanding Senior Care Options - Life Resource Planning Explained
Kim D’Angiolillo, CSA - Kupuna Consulting |
November 3, 2020 |
The Trump Vs Biden Tax Plans
Bryan M. Kuderna, CFP®, MSFS, RICP®, LUTCF® |
October 22, 2020 |
PPP Loan Forgiveness & Key Tax Issues
Edward P. Rigby, CPA, MST |
October 6, 2020 |
Daily Money Management
Bernie Sokal, MBA, - President, MoneyCare Financial, LLC |
September 17, 2020 |
Social Security and COVID-19: New Strategies to Maximize Benefits
Ash Ahluwalia, CFP®, MBA, Head of Social Security Planning, OneTeam Financial |
September 1, 2020 |
CARES Act Overview
Lynn A. Conover, CPA, CFBA Tax Partner, The Curchin Group |
March 3, 2020 |
Updates to CCRC Planning in 2020
Jim Ciprich, CFP®, MBA & Melissa Weisz, CFP®, CFA, RegentAtlantic |
February 20, 2020 |
NJ Security and Financial Empowerment (SAFE) Act
Arlene Ferris-Waks, Director of Investor Outreach, New Jersey Bureau of Securities |
February 4, 2020 |
Heckerling Review and 2020 Baseball Predictions
Richard H. Greenberg, Greenberg & Schulman Attorneys at Law |
December 3, 2019 |
Biagnostics® - Where Behavioral Finance Meets Client Experience
Mike Savage, CFA - Charles Schwab, Director, Senior Client Portfolio Strategist |
November 21, 2019 |
Assset Protection Considerations
Gary K. Hager, CFP®, CBEC® |
November 5, 2019 |
Securing Your Client’s Testamentary Intent
Stephen J. Pagano, Partner - Riker Danzig |
October 17, 2019 |
Year End Giving Considerations
Special Guest Speaker |
October 1, 2019 |
Proactive Aging using Whealthcare Planning
Thomas Duffy, CFP®, Jersey Shore Financial Advisors LLC |
September 19, 2019 |
Recent Developments in Estate Administration - The Role of the Funeral Representative and Probating of Unsigned Wills
Christopher Olszak Esq |
September 4, 2019 |
Planning For Digital Assets
Andrew J. DeMaio, Esq., Neff Aguilar |
June 20, 2019 |
8,000 Days of Retirement
Bill McManus, CIMA®, Managing Director, Strategic Markets at Hartford Funds |
June 4, 2019 |
Business Valuation Guidance for Estate Planning
Roy H. Kvalo, CPA, ABV/CFF/CGMA, CVA, The Curchin Group LLC |
May 16, 2019 |
Estate Planning with Art Assets
Michelle Bergeron Spell, Member, Chiesa Shahinian & Giantomasi PC |
May 7, 2019 |
Medicaid for Estate Planners Revisited-Tips, Tricks, And Traps Including Trusts and other Techniques
Gary B. Garland, Esquire, Garland Law Offices, P.A. |
April 18, 2019 |
Estate Planning with Special Needs Trusts
Margaret A. Spaziani, Giordano, Halleran & Ciesla, P.C. |
April 2, 2019 |
Estates-Discovering Problems After Death and How to Possibly Correct Them
Dana A. Bennett, Bennett & Wyatt LLC |
March 21, 2019 |
Qualified Opportunity Zones
Matt S. Kelley, Ernst and Young, LLP |
March 19, 2019 |
Considerations in Real Estate
Kevin Asadi, Esq., Zacher Fuchs PC |
March 5, 2019 |
The Upside Down World of Estate Planning with the New Massive Exemption Amount
Richard Greenberg Esq., Greenberg and Schulman |
February 21, 2019 |
The Missing Piece of Financial Planning - Property and Casualty
Brian P. Boak |
December 4, 2018 |
Recent Developments in T & E Litigation
Andrew J. DeMaio, Esquire & Kenneth J. Lackey, J.D., LL.M. |
November 15, 2018 |
The Intersection of Estate Planning and Divorce
Sandra C. Fava, Esq. |
November 6, 2018 |
Questions, Curiosities and Reverse Mortgage Inquiries
Darryn Silver Murdoch |
October 18, 2018 |
Sex, Drugs & Rock ‘N Roll: Family Business Lessons from Metallica
Jeffrey A. Savlov |
September 27, 2018 |
Best Practice Planning and Handling of Collector Car Assets
M. Peter Neumann & Steve Linden of Chrome Strategies Management LLC |
June 15, 2017 |
Dinner Topic: Life Insurance in Estate Planning
Lee Slavutin, MD CLU |
June 6, 2017 |
Breakfast topic: Estate Tax
Rich Greenberg |
May 18, 2017 |
Dinner Topic: Family Governance
Jeff Savlov |
May 2, 2017 |
Breakfast topic: Reverse Mortgage update
Darryn Murdoch |
April 20, 2017 |
Dinner Topic: Estate Planning Controversy/Litigation
Frank Agostino, Esq. |
April 4, 2017 |
Breakfast topic: 4th Quarter Planning Part 2
Alvelo/Duffy |
March 7, 2017 |
Breakfast topic: 4th Quarter Planning Part 1
Duffy/Alvelo |
February 16, 2017 |
Dinner Topic: International Estate Planning
Marc Selden, Esq. |
February 7, 2017 |
Breakfast topic: “The Intersection of Forensic Accounting & Estate Planning”
Marshall Morris, CPA/ABV/CFF |
December 6, 2016 |
Breakfast topic: New Jersey tax law reform – gas, estate, and income tax changes
Jim Ciprich & Eric Furey |
November 1, 2016 |
Breakfast topic: Dept of Labor Fiduciary Standard
John Crosby & Bill Stratton |
October 5, 2016 |
Breakfast topic: Buy Sell Valuation Traps
Roy Kvalo |
February 2, 2016 |
"Reverse Mortgages as a Financial Planning Tool"
Darryn Murdoch |
December 1, 2015 |
"Decanting-are irrevocable trusts really irrevocable? New Jersey's response to the new Uniform Trust Decanting Act"
Dana Bennett, Mary Pat Magee, Andrew DeMaio, Esquires |
November 19, 2015 |
"Investing for a New World: Managing Through Low Yields and High Volatility"
Mark Peterson |
November 3, 2015 |
"Mr. Moneybags' Will, The Family Compound. The Dynasty Trust. Tax and Practical Consequences Common Sense. Common Misperceptions. What We Know. What Our Clients May Not Know. A Review of the Basics"
Stephen J. Oppenheim, Esquire |
October 15, 2015 |
"Making the First Choice the Right Choice"
Kevin Fletcher |
October 6, 2015 |
"Continuing Care Retirement Communities-Understanding the Planning Opportunities"
James Ciprich, MBA, CFP |
September 17, 2015 |
"Creative Settlement Options for Alimony and Equitable Distribution; Emerging Trends in Alimony and Child Support"
Jessica N.l Mazur, Esquire |
September 1, 2015 |
"Minimizing Risk for the Executor-Administering Unique Assets (such as firearms)"
Richard C. Dworzak, CFP |
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