Bergen Chapter Provides Special Tax Update

 – February 12, 2020
Bergen Chapter Provides Special Tax Update

Bergen Chapter members received important tax updates at an event on Feb. 6. The event gave participants an update on the various tax extenders recently passed by Congress; a comprehensive presentation on changes in pension plan coverage and tax saving strategies; and a summary of the SECURE Act.

Speakers included:

  • Carolyn Lloyd-Cohen, CLU, ChFC, AIF®
  • Joseph Sarnecki, CFP®, CRPC®, CDFA™
  • Kelton Collopy, QKA
  • George Williams, CPA, JD

The speakers received high ratings for their presentation skills as well as subject matter knowledge. 

A special thanks to event sponsor JPMorgan Chase.

Bergen Tax-event---2-6-20

Pictured (l to r) Gino DiSaverio, George Williams, George Charne, Stephanie Dennis, Greg Mader and Dennis Flynn

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