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New Regime Financial Update

Estate and Financial Planning Council of Southern New Jersey
November 17, 2016

Click here for more information or to register for this event.

Section 2704 Proposed Regulations and the election results, may have a profound impact on estate and wealth planning.  The proposed regulations may mitigate or eliminate the wealth transfer benefits of utilizing valuation discounts.  The current political environment and election outcomes have created uncertainty and opportunity. 

Bring a colleague or client to learn more about the issues and what's at stake, the presentation will include:


Renee Vidal, J.D. LL.M., Flaster Greenberg

Anne Bucciarelli, CFA, Bernstein Wealth Management


Kip Schaefer, Bernstein Wealth Management


Thursday, November 17, 2016


Breakfast: 8:00 am
Educational Program: 8:30 am - 9:30 am


Laurel Creek Country Club
701 Centerton Rd.
Mt. Laurel, NJ 08054


EFPCSNJ Members - $30 | Non-Members - $40

Click here to register


The EFPCSNJ is applying for this meeting to qualify for the following CE credits:  

1.0 CPE credit (for CPAs), 1.0 CFP credits, NJ & PA CLE credits

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