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CPA CE 3 Credit Workshop

Beth Klein, Neighbor

ClearView Investment Partners, a wealth management firm located in Florham Park, wants to invite all CPAs in the area to our second CPA CE Credit workshop!


 


Please join us on Thursday, October 18 at either 8:30am OR 12:30pm.

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Located at 325 Columbia Tpke, Suite 106, Florham Park, NJ.


 

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With Prudential sponsoring the event, Eric Passanante & Ted Dunbow will discuss some of the most widely researched topics in the financial world:


 


1)     Privacy Protection Strategies to Help Secure Your Client’s Financial Future


2)     Financial Management Ethics


3)     Keys to Retirement Income


 


For additional information regarding our FREE 3 Credit workshop e-mail Beth.Klein@lpl.com


Breakfast/Lunch will be served & RSVP is required.

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