Berkeley College
44 Rifle Camp RoadWoodland Park , NJ 07424
Help your clients or business lower their taxes by utilizing a defined contribution or defined benefit plan. Qualified retirement plans offer business owners some of the largest possible tax deductions.
CPAs who work with entrepreneurs and small/midsize businesses
Basic
None
Financial Advisor
Kolinsky Wealth Management
Jason Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor, and Life and Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 2007 and is a Registered Representative with The Strategic Financial Alliance, Inc. Jason obtained his Certified Financial Planner™ certification in 2012. At KWM, Jason focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals. He is also the practice leader for the Retirement Consulting Division which focuses on providing fiduciary investment guidance to plan sponsors and participants of Qualified Retirement Plans. In addition, he is the Chief Compliance Officer for Kolinsky Wealth Management, LLC. Jason’s professional memberships include Top of the Table at the Million Dollar Round Table and the Financial Planning Association (FPA). Jason holds a B.S. in Business Administration (Finance concentration) from Ramapo College of New Jersey and resides with his wife Carolynn in Ramsey, NJ.
$25.00 - Member
$25.00 - Nonmember
Note: Online pre-registration will close on November 12 at 7:30 AM.Registrations will be accepted at the door.
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