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Date / Time / Location

Thursday, May 24, 2018
8:15 AM - 10:15 AM
Registration: 8:00 AM

Atlantic City Country ClubOne Leo Fraser Drive
Northfield, NJ 08225
609-236-4400

CPE Credits

  • 2.00 CPE Credits in CS

Pricing

  • $50.00 - Member
  • $100.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Atlantic/Cape May Chapter Season Pass - 2017/18 event bundle.
Attend this session and hear about changes in financial planning strategies under the new administration. We will survey the current financial planning horizon for ideas on how CPAs can best help clients meet their short and long-term goals.

Benefits

Earn 2 CPE credits in Consulting Services.

Prerequisites

None

Advance Preparation

None

Additional Notes

Season Pass holders must register for each event.



For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

Pre-Registration Closed

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Jeffrey Christakos

Jeffrey Christakos, CPA, CFP, CLU, AIF
Chair, Accounting Department
Monmouth University

P. Jeffrey Christakos, CPA/PFS, CFP®, CLU, AIF® is a Special Professor of Accounting at Monmouth University where his teaching focus is personal finance, auditing, managerial and financial accounting. He is also a partner and Lead Advisor at Westfield Wealth Management, with 30 years of experience in accounting, tax preparation & financial planning located in Westfield, New Jersey.

He is a member of the New Jersey Society of CPAs and was named to New Jersey CPA magazine’s inaugural “CPA-List”. This list acknowledges the high level of performance and engagement of selected NJCPA members in a variety of practice areas. He is regularly quoted on financial planning topics by CNBC, The Wall Street Journal and US News and World Report.

Jeffrey earned his BS in Accounting at Seton Hall University and his MBA in Finance at Fairleigh Dickinson University.

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Pre-Registration Closed

Online pre-registration for this event is now closed.