Kolinsky Wealth Management, LLC. Announces Successful CPE course with 50+ CPAs and Guest Speaker

Kolinsky Wealth Management, LLC. (KWM), located in Woodcliff Lake, N.J. is pleased to announce that it recently hosted a Continuing Professional Education (CPE) course for Certified Public Accountants at the Courtyard Marriot in Montvale, New Jersey.  The event featured Stephen Peterson a CPCU (Chartered Property Casualty Underwriter) who has conducted CPE workshops for CPAs around the country.  

The lecture covered topics including the fundamentals of fixed annuities, fixed indexed annuities and the planning applications of life insurance.  More than 50 CPAs from the local area attended.  At the conclusion of the course, Steven and Jason Kolinsky of KWM provided a brief presentation on how the “Power of Partnership” with CPAs can provide financial and insurance services to fulfill client needs.

Kolinsky Wealth Management works with local CPAs to help individuals achieve their financial goals.  KWM relies on the “Power of Partnership” to ensure that clients receive access to their high level of expertise in the implementation of investment strategies, risk management, retirement plan designs and estate planning.

About Kolinsky Wealth Management, LLC.:

Founded by Steven Kolinsky in 1982, Kolinsky Wealth Management is a full-service wealth management firm serving high net worth individuals and businesses throughout the U.S. Based in Woodcliff Lake, N.J. the firm provides a comprehensive range of financial solutions for individuals and businesses including Investment Advisory Services, Wealth Transfer Planning, Financial Planning and Retirement Plan Consulting and Design.