Meet the Experts - New Jersey - CANCELED

13
May
May 13, 2014
9:00 am — 12:00 pm
The Shannon Rose Irish Pub, Ramsey, NJ
Open to Alumni
Registration Required

Alumni are invited to enjoy a complimentary breakfast before meeting with a panel of financial and estate planning professionals who will discuss "Tax Increases Caused By Obamacare." These experts will offer free advice and answer questions about your personal concerns. It’s important to have the most current information, because the choices you make today can impact the rest of your life. Our panelists have the experience and expertise to help you prepare for a sound financial future.

Sponsors

Joseph Falbo, CRC '95CBA
President, Falbo Wealth Management
Partner, Lotus Financial Group LLC

Walter Daszkowski, CPA, PFS '94CBA
Partner, Daszkowski, Tompkins, Weg & Carbonella, PC
President, Lotus Financial Group LLC

Moderator

Walter Daszkowski, CPA, PFS '94CBA
Partner, Daszkowski, Tompkins, Weg & Carbonella, PC
President, Lotus Financial Group LLC

Panelists

Daniel Carbonella, CPA '04TCB, ‘05MBA
Partner, Daszkowski, Tompkins, Weg & Carbonella, PC

Walter Daszkowski, CPA, PFS '94CBA
Partner, Daszkowski, Tompkins, Weg & Carbonella, PC
President, Lotus Financial Group LLC

Joseph Falbo, CRC '95CBA
President, Falbo Wealth Management
Partner, Lotus Financial Group LLC

Anthony J. Tucci, Esq., CPA '87CBA
President, Anthony J. Tucci PLLC

Mark Weg, CPA, PFS '92CBA
Partner, Daszkowski, Tompkins, Weg & Carbonella, PC
Parnter, Lotus Financial Group LLC

Time

9 a.m. - Noon

Location

The Shannon Rose Irish Pub
1200 Rte 17 North
Ramsey, NJ 07446
Tel (201) 962-7602

Price

Complimentary
(Includes full breakfast buffet)

RSVP By

Tuesday, May 6, 2014

More Information

Erin Kinney
Assistant, Office of Gift Planning
Tel (718) 990-8423
kinneye@stjohns.edu

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