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Pre-Selling Season Retirement Practice Management Workshop

Thursday, November 8th

Morristown 12:00 - 2:00 PM | Red Bank 4:30 - 7:30 PM

Reserve your space now!

Updates & Changes in Pension and Retirement Planning 2018

November 8, 2018

The topics to be covered are valuable to advisors and CPAs alike. Please feel free to invite your CPA associate.

Earn 2 CFP CE credits or 2 CPA CE credits (NJ only) when you attend this event.

Featured Speakers

Leonard J. Witman

Updates and Changes in Pension and Retirement Planning 2018

Leonard J. Witman, Esq.

Witman Stadtmauer, P.A.

  • When and how to take distributions from a qualified plan or IRA
  • New tax law and the effect on successful plan design
  • Effective rollover and distribution options for business owners
  • Roth IRA and conversion strategies
View Leonard's Bio
David Grundfast


Charles Rosenberg

Partner, Intac Actuarial Services, Inc.

  • Basics of Cash Balance plans
  • Identifying clients that may benefit from these plans
  • Enhanced benefit under revised tax laws
View Charles' Bio

Join Us

Presentation followed by Networking & Lunch

Roots Steakhouse, Morristown - Thursday, November 8 12:00–2:00pm

Presentation followed by Networking & Hors d'oeuvres

Buona Sera Ristorante, Red Bank - Thursday, November 8 4:30-7:30pm

Reserve your space now!

Questions? Need Help Registering?

Donna Krusznis

Intac Actuarial Services, Inc.