APPROVED CREDITS AVAILABLE FOR CPAs AND LAWYERS!

APPROVED CREDITS AVAILABLE FOR CPAs AND LAWYERS!

The New Jersey Foundation for Aging (NJFA) is pleased to announce the upcoming session on recognizing cognitive impairments and their impacts when considering financial and estate planning needs. This session will be presented by national experts covering both the medical realities and the legal imperatives on June 19th at Baltusrol Golf Club.

The speakers include John Heath, MD, AGSF, clinician, researcher, and author of more than 60 articles. He will provide examples of conditions that may compromise clients: brain injury, stroke, Alzheimer’s, COPD, MS, Parkinson disease. These are just some of the many risk factors that may impact your client’s cognitive capacity.  Martin Shenkman, CPA, MBA, AEP, PFS, JD, who is legal practitioner and award winning author of more than 40 books on tax and estate planning will present practical steps to assess the client’s estate and financial planning needs, drafting steps, financial tools and legal safeguards to create to mitigate the risks clients with health challenges face.

Five million Americans are living with Alzheimer’s disease; 400,000 are living with Multiple Sclerosis; Parkinson’s disease affects 1% of those over age 65; 130 million Americans live with some type of chronic disease. Clearly, these health issues and others affect Estate Planning.

3 CPE hours approved for CPAs; 3 CEs approved for CFPs; 3 CLEs have been approved for attorneys.

The session is being held at the Baltusrol Golf Club, 201 Shunpike Road, Springfield, NJ 07081 on June 19th. To Register go to www.njfoundationforaging.org/events.html

Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

3 Responses to “APPROVED CREDITS AVAILABLE FOR CPAs AND LAWYERS!”

  1. accountant says:

    I got this web site from my pal who told me about this website and at the moment this time I am browsing
    this web page and reading very informative content at this time.

  2. Man Domine says:

    Financial planning is always needed if you want success. ,

  3. Floy Rochow says:

    Financial planning really takes some time and also lots of effort to perfect it. Sometimes it takes a lot of experience to do a perfect financial planning.

Leave a Reply