Estate Planners Day 2012

Date: Thursday, October 25, 2012
Time: 8:00 AM - 12:00 PM
Location: Saddle Brook Marriott, Saddle Brook, NJ
Speaker: Stacy Eastland, AEP - Managing Director, Goldman Sachs & Company (Houston)



Sophisticated Planning Techniques for the Over $10 Million Client

(which also work for the merely rich!)

SPEAKER: Stacy Eastland, AEP



RSVP to this event:

COST:  $150 (plus processing) Non-member Guests and Senior Members.  Tickets are non-refundable.

FREE to 2012 - 13 Members of the Estate Planning Council of Bergen County, Inc.


Platinum Sponsor

Fiduciary Trust Company International







CE Credits Approved Credits:

CPE: 3.5

CFP: 3.5 Program ID 10252012 

NJ INSURANCE - 3.0 (Course #88893136)

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). 

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 will be made available

to registered attendees shortly prior to the event. 


Instructions for obtaining the presenter’s outline and presentation will be

emailed to registered attendees in a confirmation email.


 iPad Raffle Returns!!!


Related Document(s):

See Upcoming Event Calendar