PLEASE NOTE: This event has been postponed to a later date in the fall. If you have any questions, please contact Arlene Ganess at 201-386-0699 x 270.
New Federal Tax Law: Opportunities for Small Business Owners
Please join us for an interactive discussion on how recent federal tax law changes may allow business owners to take advantage of new savings opportunities. The discussion will cover tax-advantaged savings plan options and how these plans may provide you with more income in the future. In light of the recent tax law changes, now is an opportune time to review your current plan and learn more about options to enhance it.
Your ticket includes networking, wine and appetizers.
Featured Guest Speakers:
Amy Frank Goldman, CRPC
Caliber Financial Partners
Amy brings 20+ years investment management industry experience to her financial planning clients at Caliber Financial Partners. She has held various business development and management roles at some of the largest, most reputable firms in the financial services industry, including Fidelity Investments and Oppenheimer Funds. Amy holds the Chartered Retirement Plan Counselor® designation and her Series 7, 63 and 65 securities licenses. Amy is also licensed to offer life, accident and health insurance coverage.
Wealth Management Consultant
Alan brings 30 years of nancial services experience to Saybrus Partners. Prior to joining Saybrus, Alan was a Regional Sales Vice President with Prudential responsible for point of sale life insurance production at several large broker- dealers. His prior experience includes 15 years as a Regional Vice President with Fidelity working with C-Level Executives, Business Owners and Wealthy Families. Alan holds a BA from Fairleigh Dickinson University in Teaneck, NJ. He holds FINRA licenses 7, 63, 9, 10 and his Life, Accident & Health licenses.
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