- June 5, 2013
-- The Financial Planning Association of New Jersey will host a dinner meeting on June 18, 2013 at the Hilton Woodbridge at 120 Wood Avenue South, Iselin, NJ. Onsite Registration begins at 4:00pm with Cash Bar, Dinner, and Presentation starting at 4:30pm including two featured speakers, John Danahy and Miguel Perez-Santalla. Mr. Danahy is Senior Vice President of Sales at the Fidelity Investments Life Insurance Company. Mr. Perez-Santalla is Vice-President of Business Development at BullionVault. Additional information is available on the website http://www.fpanj.org.Topic: "Investment and Tax Strategy Update" Speaker, John Danahy:
Changes in tax law will hit investors particularly hard this year. Come learn about strategies for tax diversification:
engineering client portfolios to take advantage of tax-free income; deductions and offsets and tax deferral vehicles. A particular focus on Annuities will be provided. Speaker, Miguel Perez-Santalla:
Gold is in the news every day. Over the last few years it has made record highs and is still at record highs against other currencies. Global financial crises continue to drive investors' interest in precious metals. Come learn about how the precious metals markets work and where the private investor fits in. Learn about what products are available and what points should be considered before making an investment decision.DINNER MEETING Sponsored by:
Highland Capital Management - Jason Coburn
Manning & Napier - Stephanie Cochran, AIF
Reverse Mortgage Network - Darryn Murdoch
Pre-Registration and On-Site Registration Fees differ. Please visit http://www.fpanj.org
for details on pricing and registration options.
Financial Planning Association of New Jersey is part of The Financial Planning Association®
(FPA®). FPA connects those who need, support and deliver professional financial planning. FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.
The Financial Planning Association®
(FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.FPAnet.org
or call 800.322.4237.For more information about FPA of New Jersey , visit www.fpanj.org.