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Tuesday, November 15, 2016 LiveUnion County Chapter

Retirement Plans (E1611889)

8:00 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Galloping Hill Golf Course

3 Golf Drive
Kenilworth , NJ 07033

2 CPE Credits in CS
2 CPE Credits in TX
NJCPA Food Drive

OVERVIEW

Hear about the latest trends in retirement plan designs and tax planning essentials.

BENEFITS

Earn 4 CPE credits in (2 Consulting Services/2 Taxation).

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$15 late fee will be applied after 11/13. Season Pass holders must register for each event.

Course Materials
To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

Help Feed Those in Need
The NJCPA Young CPAs Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTORS

Robert Fradella

Robert Fradella, ARPC

Senior Retirement Plan Consultant

Consulting Actuaries

Mr. Fradella is a Senior Retirement Plan Consultant for Consulting Actuaries Inc. with over 25 years of experience in the retirement industry. Mr. Fradella specializes in consulting with business owners to ensure their retirement plan design meets their goals and objectives. Mr. Fradella also manages relationships with CPA’s, Financial Advisors and Retirement Plan Providers. He spends his free time boating, playing sports and spending time with his family.

Robert Ibrahim

Robert F. Ibrahim, AIF, AWMA, CRPC, ARPC, CMFC

First Vice President

Janney Montgomery Scott LLC

Mr. Ibrahim has over 20 years of experience, working with individuals, families and institutions to help achieve their financial goals. Mr. Ibrahim joins Janney from Wells Fargo, where he spent the past four years. Prior to Wells Fargo, he worked with Merrill Lynch/Bank of America for 17 years. Mr. Ibrahim’s client service philosophy is simple – to be highly responsive and attentive to all his clients’ needs. He focuses on cultivating highly personal and attentive relationships while delivering customized, objective services. Mr. Ibrahim is committed to providing high-end value and solutions to every client relationship In 2011, 2012, 2013 and 2014 Mr. Ibrahim was awarded the Five Star Professional Wealth Manager award in New Jersey Monthly magazine. He was 1 of 148 Financial Advisors in the state of New Jersey to win the award four consecutive years out of 21,170 Financial Advisors. A graduate of of Bucknell University, Mr. Ibrahim double-majored in economics and sociology.

Thomas Loncar

Thomas Loncar, CRPS, AIF

Vice President, Senior Retirement Consultant

Oppenheimer & Co., Inc.

As a Senior Retirement Consultant for OppenheimerFunds, Mr. Loncar collaborates with financial professionals to help find innovative solutions to retirement plan challenges, and helps advisors grow their business to meet the investment needs of an increasingly complex retirement marketplace. He directly supports financial advisors, relationship managers and consultants by sharing expert technical knowledge and translating ideas into practical, actionable strategies. What’s more, because OppenheimerFunds does not offer a 401(k) platform, he can take an impartial, consultative approach to best align provider selection with customer needs. Mr. Loncar leads the firm’s DCIO efforts for the N.J., Eastern Pa. and Del. Region.

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form