For Professional Advisors

2024 Tax & Financial Planning Tune-Up: Stay Ahead of the Changes

Date

Jun 14, 2024

Time

9:00 a.m. - 11:00 a.m. (light breakfast at 8:30 a.m.)

Location

Jewish Community Center of Greater New Haven, 360 Amity Road Woodbridge, CT 06525

Presenter(s)

Eric L. Green, JD, LL.M. and Kristen M. Lynn, JD, LL.M. of Green & Sklarz LLC; Justin Podbielski, CFP®, CLU®, CASL of Barnum Financial Group

Flyer for a 2024 Tax & Financial Planning event on June 14 at JCC of Greater New Haven, featuring presentations by three professionals. Includes event details, topics, and sponsor logos. Blue and white color scheme.
  • FREE 2 Hours CE / CPE for EAs and CPAs

Co-presented by The Community Foundation for Greater New Haven, the Valley Community Foundation, the Jewish Foundation of Greater New Haven, Barnum Financial Group and the law firm Green and Slarz LLC