Knowledge is Power-How to Advise Your Clients

Date: Dec 29, 2021 9:00 a.m. – 12:00 p.m.

Location: Online

Event Code: I113221

Areas of Law:

Earn up to 2 credits! (More Information)

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Faculty

Keynote

Moderator

Presenters

Dana A. Bennett, Esq.: Bennett Law LLC, Red Bank
Niraj Chhabra, Esq.: Ameriprise Financial, Cedar Knolls

Financial and estate planning is different for men and women. Women often have the challenge of balancing career with family, historically have made less money and therefore earn less in social security, live longer, and are typically the ones who care for aging parents. This program will address these concerns and other potential pitfalls so that you can advise your women clients better.

Topics include:

• Education planning
• Preparing to be a caretaker for parents
• Life insurance & protection planning
• Retirement and social security planning, budgeting, and tax reduction strategies
• Estate planning

CLE Credits

NJ CLE:	NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2 hours of total CLE credit (Full Credits Available: NJ General: 2.0).
NY CLE (t&nt):	NY Professional Practice Non-Transitional: 2.0
PA CLE:	PA Substantive Credit: 1.5 $8.00 fee – separate check payable to NJICLE must be submitted at the end of the program

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