Wealth Preservation

Deirdre Wheatley-Liss Spoke at Financial Planning Association of New Jersey Conference

4/23/2014 08:15 AM | Event

Deirdre R. Wheatley-Liss was a featured speaker at the Financial Planning Association of New Jersey's (FPANJ) upcoming conference "A Tryst with the Truth." She presented on the topic of Using Trusts to Escape the State Tax Trap: DING’s, NING’s and Other Important Things. Deirdre joined other accomplished speakers at the event who gave perspective and shared experiences on current issues relevant to financial planners and their clients.

CREDITS:

Accepted for 7 CFP® CE's.

7 NJ Insurance CE’s available.

Qualified for 7 Accounting CPE CE's. No partial credit is available.

To learn more, visit www.fpanj.org

Hilton Woodbridge Iselin, NJ