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.
Find out what's happening in New Providence-Berkeley Heightsfor free with the latest updates from Patch.
Located at 325 Columbia Tpke, Suite 106, Florham Park, NJ.
Find out what's happening in New Providence-Berkeley Heightsfor free with the latest updates from Patch.
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 please contact Beth.Klein@lpl.com
Breakfast/Lunch will be served & RSVP is required.
