NJ Chapter Webinar with RegentAtlantic


Lunch & Learn Webinar with NJ Chapter Sponsor RegentAtlantic

"Interactive Financial Planning for 2021: Investment, Estate and Tax"

Join RegentAtlantic and FEI New Jersey as we host an interactive lunch and learn session hosted as a Zoom meeting. Our speakers will review key financial planning considerations for 2021, including determining the right investment portfolio and proactive estate and tax planning strategies, and will field questions/feedback from participants in real time.


Speakers

Chad O'Brien

Wealth Manager
RegentAtlantic

Abigail Rosen

Partner and Wealth Advisor
RegentAtlantic

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.