GREATER NEW JERSEY ESTATE PLANNING COUNCIL

Please join the Greater New Jersey Estate Planning Council

What’s Hot and What’s Not in Financial Planning, Estate Planning, Business Planning, Life Insurance Planning, and More!

When: Wednesday, May 11^th, 2022

Where: HYBRID (BOTH ON ZOOM AND LIVE)

BRAND NEW VENUE – The Brick House (179 Godwin Avenue, Wyckoff, NJ 07481)

Time: 11:30am – 1:45pm

11:30am - Networking

Noon - Lunch

12:15pm - Meeting Begins

1:45pm - Meeting Ends

Speaker: Alan Davidson, Esq.; Davidson, Ragsdale, Sochor & Cohen; Elmwood Park, NJ

Please note that this is a HYBRID EVENT.

If you plan to attend the live event, register only on Eventbrite. Doors will open at 11:30 AM for Check-In.

If you plan to attend on Zoom, you will need to complete 2 registrations (see end of the document)

It has been since before the pandemic that we have held one of our most popular events… What’s Hot and What’s Not…with none other than Alan Davidson, Esq. As I am sure many of you remember, this annual May luncheon has always been one of our most popular and widely attended events, and rightfully so as it’s always been extremely informative and a great event. The big news is that WE ARE BACK – ALAN IS BACK – AND WE ARE LIVE! This will be a hybrid meeting, BUT WE WILL BE BACK LIVE and safe, and socially distanced at a NEW VENUE!

Alan Davidson, Esq., is not just a long-time member of the Greater New Jersey Estate Planning Council but is also a Past-President. He always has a great deal of very recent developments and updates, and he always presents on the hottest and most interesting topics and techniques. Alan’s presentation will educate us and bring us up to speed on what’s hot and what’s not for the past year, today, and moving forward! Alan always educates and entertains the audience great information, ideas, and very interesting topics. If you’ve attended in the past, you know this is one of the most informative – and interesting – events we offer during the year!

Alan Davidson, Esq. is well known in the NJ arena and is one of the leading practitioners in the field. Alan is also one of the most respected and most well-liked professionals in our industry. Alan will cover a great deal of everything, from big tax court cases to laws and legislation, recent developments, new and exciting strategies and techniques, what’s going on in NJ, the good, the bad and the ugly – in the world of estate and gift-tax planning, financial, elder care, insurance and business planning. Alan always picks the most current and germane topics and educates the audience so that everyone is aware of the most important things going on in our industry.

This is a don’t miss and can’t miss event – so register early as seating is limited and this event has always been a sell-out!

ZOOM REGISTRATION INSTRUCTIONS:

1. First, register at: https://www.eventbrite.com/e/whats-hot-and-whats-not-in-financial-planning-hybrid-event-tickets-315619344957 to reserve your ticket and to let us know your CE requirements. If you are attending live, then you are all set! If you are attending the Zoom webinar, continue to step 2.  

NOTE: If you have not renewed for the 2021-22 season, please purchase a non-renewed member ticket or renew your membership ASAP.

2. Next, please register for the Zoom Webinar at:  https://us02web.zoom.us/webinar/register/WN_RKvwE_TrQSOHdKYOnRwPMQ
3. After you RSVP for the Zoom webinar in step 2, you will be sent a reminder with instructions on how to attend the webinar on the day of the event.

Applications are pending for 2.0 continuing education credits for CFP, NJ CLE, and NJ CPE. If you wish to receive CE credits, you must provide the necessary license information, and you must attend the full course.