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June Special Dinner Meeting

Date Start End   Event Registration
14 Jun 2006 4:45 PM 7:30 PM Registration has ended.


Hot Issues in Investment, Estate, & Retirement Income Planning
Sponsored By:
 Federated Investors, Peter Siconolfi, (800) 543-3593 x5175
  
   
        

Date:

Wednesday, June 14, 2006 
  
 
Time:

4:45 – 5:15 -- Network

5:15 – 5:30 -- Get Dinner & Seated

5:30 – 5:45 -- Opening and Sponsor
5:45 – 7:30 -- Discussion Groups 
 
 

Location: 

Baruch College

151 East 25th St., (near Lexington Avenue)

Library Building, 7th floor, Room 750

New York City
For directions to Baruch.........click here
 

Credits:

Accepted for 2 CFP® CE Credits by the CFP Board of Standards.
 

Registration Fees:

FPANY Chapter Member (pre-registration) - Free*
Non Chapter Member or Non FPA Member - $50
NAPFA NYC Members - $30

  
Onsite Registration - $20 - PLEASE NOTE - Members must pre-register for this meeting by Monday, June 12th, or you will be charged $20. 

Please be courteous and make every effort to attend or call our office at (877) 773-7269 to cancel.
*This event is Free to FPANY members that paid their local dues assessment.

 

Our facilitator will be David Frisch, CPA, CFP®, PFS from Frisch Financial Group, Inc.

 

The format will be multiple discussion groups on various hot topics regarding Estate, Investment, and Retirement Income Planning. This will be a unique interactive discussion with your peers and an opportunity to share knowledge, insights and experience on these vital topics. Each discussion group will be lead by a host who is a member with expertise in a specific planning area. We invite our chapter members for a complimentary dinner and stimulating after dinner conversations. Please click here for a listing of all the discussion topics in each planning area.


Hot Dinner Buffet:

Chicken Breast stuffed with Sundried Tomatoes and Basil

Pan Seared Filet of Salmon with Beurre Blanc

Tournedos of Beef with Wild Mushrooms and Tawny Port
 

Served with the following accompaniments:

Fresh Vegetable Medley ö Rice Pilaf

Garden Salad with dressing on the side ö Fresh Baked Dinner rolls with Whipped Butter

Coffee, Tea & Decaf ö Assorted Soda & Bottled Water

And a delicious desert

 

For a Print Friendly Flyer.........click here

If you prefer sending a check as payment, please mail your check to:
FPANY * 551 Valley Road * #358 * Upper Montclair * NJ * 07043.

FPANY
551 Valley Road #358 Upper Montclair, NJ 07043
Phone - 877-773-7269 Fax - 212-658-9880  
respond@fpany.org