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Wednesday, November 1, 2023 In-personMonmouth/Ocean Chapter

Financial Planning | Cybersecurity (E2311869)

8:30 AM - 12:05 PM EDT

Registration: 8:00 AM EDT

Spring Lake Manor

415 Highway 71
Spring Lake , NJ 07762

4 CPE Credits in SK

OVERVIEW

Learn financial planning updates relating to long-term care strategies, life insurance and charitable giving. Also, get updates on protecting yourself from the latest cyber threats.

DESIGNED FOR

CPAs and accountants, financial planners and attorneys

BENEFITS

Obtain important updates relating to long-term care strategies , life insurance, charitable giving and cybersecurity.

HIGHLIGHTS

  • Long-term care strategies
  • Life insurance charitable giving
  • 21st century data and cyber threats

COURSE LEVEL

Basic

INSTRUCTORS

Dave Buckwald

Dave Buckwald, CEO
(4.7)

OneTeam Financial LLC

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Gregory Dillon

Gregory F. Dillon, CFA, CFP, CLTC, NSSA
(4.8)

Founding Partner

OneTeam Financial LLC

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Gina Ference

Gina Ference
(4.8)

OneTeam Financial LLC

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Rob Kleeger

Rob Kleeger
(4.9)

PRICING

$95.00 - Member

$105.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form