Forum Meetings

Investment Planning in the New Economy: March 17, 2010

Location: South Jersey Technology Park, Mullica Hill, New Jersey.

Time: 8:00am-10:00am

Admission Fees: None

Sponsors:

 
We are currently looking for sponsors. If you are interested in this opportunity, please send an email to piddington@rowan.edu

Agenda:   8:00am-8:30am   Registration, Refreshments, and Speed Networking
                8:30am-9:30am  Investment Planning Strategies
                9:30am-10:00am  Networking Opportunity

Speakers:

Jeffrey Jones, Cypress Financial Planning, LLC. Jeff is the founder and principal advisor of Cypress Financial Planning. Prior to starting his own company, he worked in the Private Wealth Management Division of Goldman Sachs, making investment recommendations for families and foundations with over $1 billion in total assets.

Margaret Van Brunt, CPA, is an assistant dean at the William G. Rohrer College of Business at Rowan University. She is on the New Jersey Society of CPA's Educators Committee and the Editorial Advisory Board of New Jersey CPA magazine. She currently serves on the Board of Directors of the Southwest Jersey Chapter of the New Jersey Society of CPA's.

Online Registration:  Click Here

Address:

Samuel H. Jones Innovation Center
107 Gibreth Parkway
Mullica Hill, NJ 08062-4446

Directions: Click Here
 
 
 

 
 
 

Have Questions? Send an email to info@efsnj.org or Call: (856) 256-4271