516-227-0700

Financial Planning Association of Long Island: Special Chapter Meeting

calendar icon June 26, 2012

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The Huntington Hilton

Melville, New York

clock icon8:00am - 11:30am

Contact Info:
Email: www.fpali.org

PART 1:
How to Approach the CPA Marketplace
Presentation by Jonathan Kuttin,
Founder and CEO of Kuttin Consulting Group;
Barrons Top 100 Independent Advisor

PART 2:
Grats and Trusts
Farrell Fritz P.C. Presentation
Jed Albert-Partner Farrell Fritz will do a presentation on Grantor retained annuity trusts (GRATS): How they work and why they work so well

Patricia C. Marcin – Counsel for Farrell Fritz will present on Using trusts as an estate planning tool for IRAs and qualified plans.

Registration includes breakfast, networking and
1 CFP and/or CPA Continuing Education Credit

Registration on or before June 20th:
FPA Members: $20.00 – All Others: $35.00

Registration after June 20th:
FPA Members: $30.00 – All Others: $45.00
________________________________________
TO REGISTER,
PLEASE SEND PAYMENT TO:
Financial Planning Association of LI
1895 Lincoln Avenue, East Meadow, NY 11554