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Friday, May 22, 2020 NorthfieldAtlantic/Cape May Chapter

Hot Topics in Financial Planning (E2005109)

8:15 AM - 12:15 PM EDT

Registration: 8:00 AM EDT

Atlantic City Country Club

One Leo Fraser Drive
Northfield, NJ 08225

4.0 CPE Credits in CS

OVERVIEW

Hear the latest updates and what you need to know to assist your clients.

BENEFITS

Earn 4 CPE credits in CS.

COURSE LEVEL

Intermediate

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.

INSTRUCTOR

T. Eric Reich

T. Eric Reich, CFP, CIMA, CLU, ChFC

President and Founder

Reich Asset Management

T. Eric Reich is President and founder of Reich Asset Management, LLC. Eric is a registered representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. He relies on his 20 years of experience and his "Enjoyable Retirement Solution" to help retirees have an enjoyable retirement by addressing their 5 biggest concerns: maximizing retirement income, reducing risk, reducing taxes, outliving savings and leaving a legacy to heirs. Successful individuals and families work with Eric to:

1. Develop/implement comprehensive retirement & estate plans
2. Create retirement income distribution plans while optimizing Social Security

Eric is a graduate of the Richard Stockton College where he earned a Bachelor of Arts in Business Management. He has since become a Certified Financial Planner™ professional, obtained his Certified Investment Management AnalystSM (CIMA®) and earned his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. 

He is a multi-year Five Star Wealth Manager award winner for the Philadelphia and New Jersey areas from Five Star Professional. In 2011, Eric was chosen as one of Atlantic City Weekly's "Top 40 Under 40".  His firm was awarded the 2019 Ascend Award for Community Service from Kestra Financial.

Eric has a passion for volunteerism and believes in giving back to the community. He is past President of Stockton's Alumni Association and former member of the Foundation Board of Directors. He also served as co-chairman of the Cape May County Chamber of Commerce Small Business Development Committee.  Currently, Eric serves as Chairman of the Board and a Big Brother for Big Brothers Big Sisters of Atlantic and Cape May Counties and was named 2016 Big Brother of the Year. He also volunteers as a Board member for the AtlantiCare Foundation and the Ocean City Regional Chamber of Commerce and serves as President on the Bishop McHugh Regional Catholic School Lay Advisory Board.

Eric has been quoted and featured in publications such as Kiplinger, CNN Money, MarketWatch and USA Today. In addition, he’s appeared on several episodes of South Jersey Business with Joe Molineaux: Season 1.  You can listen to Eric live every Monday on 1400 AM WOND, and you can read his weekly column “The Reich Report” in The Currents & Gazettes of Atlantic & Cape May Counties.

 A lifelong resident of Cape May County, Eric resides in Seaville, NJ with his wife, two sons and daughter.

PRICING

$80.00 - Member

$130.00 - Non Member

$0.00 - Season Pass

Register Today


Note: Online pre-registration will close 24 hours prior to this event.

Registrations will be accepted at the door.

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