The Washington Update: Fiscal Policy, Taxes, and Oh, Yeah - the Election

April 5, 2016 - PRLog -- The Financial Planning Association of New Jersey (FPANJ) welcomes another great slate of speakers and programs for its Spring Conference, on Wednesday, May 4. Highlighted among them is Jeffrey Bush (jeffbush.net), owner of BSignificant, and a nonpartisan expert from Andy Friedman's Washington Update (thewashingtonupdate.com). It all takes place at the Westminster Hotel in Livingston, New Jersey, with check-in beginning at 7 a.m., and programs following from 8:30  a.m. - 5 p.m.

Jeff is a 28-year veteran of the financial industry. He spent 10 years at Merrill Lynch where he was responsible for providing creative investment strategies and effective risk mitigation approaches to private and corporate clients across the US. By the end of his career on Wall Street, he was managing a $50+ billion business. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial, an investment and tax risk consulting firm. He began his career at Principal Financial Group, where he handled complex underwriting issues before moving into the areas of research and development.

WATCH Jeff's story here: http://youtu.be/z6k827cisE4



Additional speakers featured throughout the day:

• Garret D'Alessandro, CFA, CAIA, AIF®, CEO, City National Rochdale, presenting the "2016 Market Update"
• Jason Gottlieb, Goldman Sachs, presenting "Portfolio Construction"
• Edward Gramigna, Jr., Esq., Drinker Biddle & Reath LLP, presenting
"Grantor Trusts and GRATs"

• William McManus, CIMA®, Hartford Funds, presenting on "The Quality of Life"
• Paul T. (Ted) Klontz, PhD., Financial Psychology Institute, presenting on "Enhancing the Client Experience: What Behavioral Science has to Teach Us"

As always, media are encouraged to join, with every accommodation given to meet with our speakers upon request. It's also a fantastic opportunity to mingle with about 200 financial professionals who can provide excellent resources on industry topics. This conference has previously drawn attendees from more than 100 cities throughout New Jersey and many other states.

Media are welcome, but must request credentials by contacting FPANJ at MediaContact@fpanj.org.

View Flyer, schedules, speakers and topics here: http://www.fpanj.org/events/EventDetails.aspx?id=775657

ABOUT FPA of New Jersey and FPA:

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.OneFPA.org or call 800.322.4237.For more information about FPA of New Jersey, visit www.fpanj.org.