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Thursday, November 13, 2025 In-personSouthwest Jersey Chapter

Empowering CPAs: Retirement Plans & State Compliance (E2511719)

8:00 AM - 11:00 AM EST

Tavistock Country Club

Tavistock Lane
Haddonfield , NJ 08033

3 CPE Credits in SK

OVERVIEW

Unlock new opportunities for your clients and your firm. This session delivers practical retirement plan strategies, insider updates on New Jersey’s RetireReady program as well as hot topics for CPAs in New Jersey.

DESIGNED FOR

CPAs and tax professionals who advise individuals and small businesses

BENEFITS

Stay current on retirement plans and New Jersey tax law, ensure client compliance with RetireReady and connect with CPAs, state officials and industry experts.

HIGHLIGHTS

This session will cover:

  • Key differences, tax implications and suitability of 401(k), SIMPLE IRA and SEP IRA plans for various clients
  • Compliance requirements and implementation timelines for New Jersey’s RetireReady program
  • Insights into current legislative and regulatory developments affecting retirement planning
  • Real-world examples and Q&A with experts from the government

COURSE LEVEL

Basic

INSTRUCTORS

Todd Hassler

Todd Hassler

Executive Director

Secure Choice Savings Program

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Mark Needham

Mark A Needham

Regional Vice President

John Hancock

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Christina Quinones

Christina Quinones
(4.7)

Taxpayer Service Representative

New Jersey Division of Taxation

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PRICING

$60.00 - Member

$75.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on November 13 at 8:00 AM.

Registrations will be accepted at the door.

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