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Date / Time / Location

Wednesday, October 11, 2017
8:30 AM - 11:30 AM
Registration: 8:00 AM

Jumping Brook Country Club210 Jumping Brook Road
Neptune, NJ 07753
732-922-8200

CPE Credits

  • 3.00 CPE Credits in CS

Pricing

  • $115.00 - Member
  • $165.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Monmouth/Ocean Chapter Season Pass - 2017/18 event bundle.
This course will explore the numerous aspects of income protection solutions. Specifically, it addresses the role of individual disability income (DI) products in meeting the financial security and asset protection needs of clients.

Benefits

Earn 3 CPE credits Consulting Services.

Highlights

Disability Insurance

In this session, learn about:

  • Why income protection (disability insurance) is important to an individual
  • Alternatives to earned income
  • Types of products available 
  • Optional product features available
  • Designing the right mix of product features and coverage for clients
  • How to protect retirement contributions
 

Prerequisites

None

Advance Preparation

None

Additional Notes

$10 late fee applied after 10/09. Season Pass holders must register for each event.

Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

Pre-Registration Closed

Online pre-registration for this event is now closed.

Ian Kansky

Ian Kansky
Financial Advisor
Strategies for Wealth

Ian Kansky is a financial advisor at Strategies for Wealth. Prior to joining Strategies for Wealth, Ian spent 15 years on Wall Street in US Treasuries and 15 years of business ownership. He now comes to Strategies for our supportive company culture.

Ian received his BA in Economics from SUNY Albany. His designations include: Series 7, 63, 65.

Michael Ringel

Michael C. Ringel, CPA
Financial Advisor
Strategies for Wealth

Michael joined Strategies for Wealth in 2004 (and has been a client since 2000) to assist business owners, executives and employees design and implement financial, estate and retirement planning strategies. Michael is a seasoned financial advisor, with years of experience planning for typical families and families with children with special needs.

Michael received his MBA from New York University and received his Bachelors of Science in Accounting from SUNY Albany.

Michael began his professional career as an accounting professional at Deloitte & Touche and BDO Seidman. Subsequently, he became an Adjunct Professor at Borough of Manhattan Community College in the Mathematics and Business departments while pursuing an MBA at New York University. Upon graduating, Michael became Partner at Let’s Talk Business Network. In this role, Michael facilitated peer leadership groups for entrepreneurs. He gained a thorough understanding of his client’s concerns, provided council and connected them to resources. In addition, he designed and led the expansion of the business into additional markets.

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Pre-Registration Closed

Online pre-registration for this event is now closed.