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Wednesday, January 11, 2017 LiveBergen Chapter

CPA and Attorney Networking Evening (E1701229)

5:30 PM - 9:30 PM EST

Registration: 5:30 PM EST

Seasons Caterers

644 Pascack Road
Washington Township , NJ 07675

2 CPE Credits in CS
This event is part of the Bergen Chapter Firm Season Ticket - 2016/17 event bundle.
New Location - location has been changed to Seasons Caterers

OVERVIEW

An evening to network with your CPA colleagues and lawyers of the Bergen County Bar Association. CPE focus will be on real estate lending including current real estate market, financing choices, reverse mortgages, elder care planning, and disability care planning.

BENEFITS

Earn 2 CPE credits in Consulting Services

HIGHLIGHTS

Cocktails begin at 5:30pm - Open bar and cocktail food will be served

Dinner and seminar begins at 6:30pm
Marc Demetriou will be providing a thorough review of the current real estate market and the financing process. He will review lending and borrowing options with special attention to reverse mortgages to assist your senior-aged clientele who are preparing for retirement

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates. Many thanks to our event sponsor Merchant Advocate!

INSTRUCTORS

Marc Demetriou

Marc C. Demetriou, CLU, ChFC, CDLP

SVP of Mortgage Lending/Branch Manager

Guaranteed Rate Inc.

Marc is a senior vice president of Mortgage Lending and a branch manager at Guaranteed Rate. He is currently licensed in all 50 states successfully serving his clients in residential mortgages and reverse mortgages. Marc consistently ranks in the top 1 percent of mortgage originators in the U.S., according to leading industry sources, such as Origination News, Mortgage Executive and Scotsman Guide. In his home state of New Jersey, Marc has been featured in NJBIZ's "40 Under 40," and is called upon frequently by the real estate, finance, accounting and legal communities as a trusted expert and speaker. Profoundly inspired by his grandfather's hard work and success as an immigrant coming from Cyprus, Marc has authored an award-winning book, Lessons From My Grandfather: Wisdom For Success in Business and Life.

Richard Miller

Richard I. Miller, Esq.

Counsel

Mandelbaum Salsburg etal

Richard Miller, counsel to the firm, is designated as a “Certified Elder Law Attorney” by the National Elder Law Foundation, an organization accredited by the American Bar Association. Mr. Miller concentrates his practice in Elder Law, Guardianships, Planning for Individuals with Special Needs, Estate Planning, Asset Protection, Estate Administration, and Probate Litigation. He also provides fiduciary services, and serves as Executor and Administrator in complex estate matters. Mr. Miller also serves as guardian for disabled individuals, and Trustee for Supplemental Needs Trusts. He is a member of the New Jersey and New York Bar. He is also co-chairperson of the Passaic County Bar Association Elder Law Section, and a member of the New Jersey Bar Association’s Elder Law Section, Real Property, Probate and Trust, American Bar Association, National Academy of Elder Law Attorneys, and the New Jersey Section of the National Academy of Elder Law Attorneys. Mr. Miller is also Past-President and a trustee of the Passaic County Bar Association, and is also a Court-Approved Mediator. Mr. Miller received his undergraduate degree from Rutgers College in New Brunswick, and his law degree from Rutgers Law School in Newark. He is also admitted to practice before the United States Tax Court. He is a frequent lecturer on elder law, government benefit planning, and guardianships before professional, community and financial groups.

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form