Mr. Buchholz is known for his prescient economic commentary, particularly in areas of economic and competitive uncertainties. He is a noted investor and former policy adviser to the Bush Administration. He will share the stage with other well known guests including John Slater, PHD, CFP®, AIFA and noted expert on Reverse Mortgages. Mr. Slater who is a Professor at the University of Texas and an adviser with Evansky Katz will share his research on how reverse mortgages can be utilized as a powerful tool to supplement cash flow in retirement. Brett Danko, CFP®, CRPC® will discuss Retirement Income and Asset Protection Strategies, including the risks of poor and inadequate planning for Medicare and Long Term Care coverage. Neel Shah, Esq. will discuss will discuss wealth transfer strategies with respect to IRAs and other qualified retirement plans.
This powerful line-up should result in another super-charged meeting for members and non-members alike.
The program begins with on-site Registration at 7:15 AM and ends at 5 PM at the Woodbridge Hilton, Iselin, NJ off Exit 131A off the Garden State Parkway. This conference is accepted for 7 CFP and 7 Accounting CPE CE's. Application for 7 NJ Insurance CE's is pending.
For more information and to register please visit www.fpanj.org.