Estate Planners Day 2016 - THE BIG PAYDAY

Date: Thursday, October 20, 2016
Time: 7:30am - 12:00pm
Location: Saddle Brook Marriott
Speaker: John A. Warnick, JD and Paul McKibbin

New Paradigms and Approaches for Business Transitions and Succession 

Program Description:

This year we are presenting "THE BIG PAYDAY", an interactive collaborative living case study on film, followed by a multi-disciplinary discussion by our attendees. Our program will be facilitated by John A. Warnick, JD, a nationally recognized facilitator, and Paul McKibbin, a managing director of Family Office Metrics.
 

/www.shakingthetree.org/portfolio-posts/the-big-payday/

 

Continuing Education Credits:

CFP - 3.5 credits.  Estate Planners Day 2016 - New Paradigms and Approaches for Business Transitions and Succession. Program ID 229713.

CTFA - 3.5 credits FP. " New Paradigms and Approaches for Business Transitions and Succession has been approved for  3.5 CTFA credits. CTFA credits should be distributed as follows: 3.5 FP.  This statement should not be viewed as an endorsement of this program or its sponsor."  ICB Members must report these credits at www.icbmembers.org

NJ CPE - 3.5 credits. New Paradigms and Approaches for Business Transitions and Succession. (Intermediate Level/Topic Tax).

NJ INS - 3.0 credits. #88898170 New Paradigms and Approaches for Business Transitions and Succession (General/Classroom)

NJ CLE - 3.5 credits Estate Planners Day 2016 - The Big Payday

 

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