Event: Lunch & Learn at Bella Collina
Speakers: Cary Carbonaro, MBA, CFP®
Title: "Managing Personal & Business Finances"
When: 12:00PM - 12:30PM
Where: Bella Collina Club, Monteverde, FL (http://www.bellacollina.com)
Cost: $20/per person, includes lunch. Only available to current Bella Collina Club Members.
Description: The club members of Bella Collina have the unique opportunity to attend a lunch & learn session to learn the in's-and-out's of personal and business finance.
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Event: Osceola County Tax Collector's Office - Service Training Day
Speakers: Cary Carbonaro, MBA, CFP®
Title: Basics of Financial Planning
When: 12:30PM - 3:30PM
Where: Osceola County Tax Collector's Office, Florida
Description: An inside look at the basics of personal finance and financial planning.
Event: Do it Yourself - A Journey to Financial Freedom
Speakers: Cary Carbonaro, MBA, CFP® and Michael Borowski, CPA, CFP®
Title: Money Management and Investment Tips for Young Women
When: 10:30AM - 12:00PM
Where: Seton Hall University, Jubilee Hall - Room 220
Description: Young women encounter many firsts - paying off student loans, setting up a new household, insurance, marriage, children, investing and saving for retirement. But changes in the current economic climate are affecting young adult's ability to reach their dreams. Attend this session and learn how to implement good money management and savings strategies so you can be better prepared to achieve your financial vision.
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Event: New Jersey Society of Certified Public Accountants – Morris County Chapter
Speakers: Thomas J. Geragthy, CPA, CFP®, AIFA® and Charles Fridinger, CFP®, AIF®, QPA, QKA
Title: 401k Plan Opportunities and Pitfalls, “A CPA must know”
Where: Morris County, NJ
Description: Explains the fundamental concepts of fiduciary responsibilty and process in regards to qualified plans.
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Event: New Jersey Society of Certified Public Accountants – Union County Chapter
Speakers: Thomas J. Geragthy, CPA, CFP®, AIFA® and Charles Fridinger, CFP®, AIF®, QPA, QKA
Title: 401k Plan Opportunities and Pitfalls, “A CPA must know”
Where: Union County, NJ
Description: Explains the fundamental concepts of fiduciary responsibilty and process in regards to qualified plans.
Click Here for Presentation Slides
Event: New Jersey Society of Certified Public Accountants – Essex County Chapter
Speakers: Stephen Craffen, MBA, MS, CFA and Kenneth Bagner, CPA, MST of Sobel & Co LLC
Title: Fiduciary Standards and Suitability for Defined Contribution Plans
Where: Essex County, NJ
Description: Addressed issues related to fiduciary standards as they apply to defined contribution plans and suitability of investment options offered to participants within the plans. The presentation was done in conjunction with Ken Bagner from Sobel & Co. Ken's presentation focused on how to audit Defined Contribution Plans.