Knowledge is Power-How to Advise Your Clients
Date: Dec 29, 2021 9:00 a.m. – 12:00 p.m.
Location: Online
Areas of Law:
Earn up to 2 credits! (More Information)
Keynote
Moderator
Presenters
- Niraj Chhabra, Esq.
- Ameriprise Financial, Cedar Knolls
- Dana A. Bennett, Esq.
- Bennett Law LLC, Red Bank
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
Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.
Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:
- The “My Links” section at the top of our website for in-person or online events
- Or, for online programs, the event access link included in your joining instructions
Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.
Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.
Media Consent:
By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.
Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/