I will be a guest speaker on Thursday, December 1st, 2:00- 5:00 pm, at Fairleigh Dickinson University's Madison Campus. I will be speaking on Understanding Qualified Plans for Family-Owned Businesses. If you have clients that own a business who currently sponsor a “qualified plan”, there have been recent regulatory developments that warrant your attention. If you are interested in attending this session, follow the link below or contact the O.Berk Company Family Business Forum at 973-443-8880.
The O.Berk Company Family Business Forum
Wednesday, November 30, 2011
Joe Skidmore's Retirement
We recently celebrated the retirement of our esteemed colleague and friend, Joe Skidmore. After more than 40 years of dedicated service in the retirement planning industry, Joe now begins his own retirement in order to dedicate more time to his family and volunteer work. His presence at INTAC will be greatly missed and we are sure that those clients who have worked with Joe will feel the same way.
Below is a link to an article about the celebration and Joe's honorable career.
Joe Skidmore Retirement article
Below is a link to an article about the celebration and Joe's honorable career.
Joe Skidmore Retirement article
Monday, November 14, 2011
Thursday, November 3, 2011
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