2023 Pension update Seminar & Breakfast

CPE Credits available for all CPA's who attend!

CFP Credits available for Certified Financial Planners who attend!

We are thrilled to present another fantastic opportunity to connect and learn! 

Please join us on Wednesday, January 11th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Qualified Retirement Plan Design for Business Owners!

We are honored to have Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, share ways business owners can withstand the headwinds generated by the current environment while maintaining the ideal qualified retirement plan design for their business.

Don’t miss this opportunity. Seating is limited, so RSVP as soon as possible. 

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