Registration: 8:00 AM EST
Spring Lake Manor
415 Highway 71Spring Lake , NJ 07762
Gain critical insights into long-term care, life insurance, Medicare, Social Security and real estate tax planning in one power-packed session designed to protect your clients’ finances and support their future.
CPAs in public practice
Walk away with actionable strategies to address retirement health care costs, maximize Social Security, optimize life insurance within financial plans and improve tax outcomes through cost segregation.
Basic
Managing Partner
OneTeam Financial LLC
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Head of Private Client & Executive Life Insurance
One Team Financial, LLC
$160.00 - Member
$180.00 - Nonmember
$0.00 - Pass Holder
Note: Online pre-registration will close on November 19 at 8:30 AM.Registrations will be accepted at the door.
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