Wednesday, November 30, 2011

Upcoming Retirement Planning Seminar for Family-Owned Businesses

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

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