Charitable Planning

Date: Thursday, May 15, 2014
Time: 04:45 PM - 8:30pm
Location: Stony Hill Inn
Speaker: Jacqueline Valouch, Esq. - Fidelity Charitable

Continuing Education:

CTFA - 1.25 credits  "The Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  Charitable Planning has been approved for  1.25 CTFA credits.  CTFA credits should be distributed as follows: 1.25 TAX.  This statement should not be viewed as an endorsement of this program or its sponsor."

NJ CPE - 1.0 credit

NJ Insurance - 1.0 credit (# 88895280 Charitable Planning)

CFP - 1.0 Program Name: Charitable Planning
Program ID: 05152014

NJ CLE - 1.0 credit Charitable Planning


Guests please contact a member or our Administrator, Gretchen Boardman ( to attend this event.

Related Document(s):

See Upcoming Event Calendar