Office of Gift Planning - Meet the Experts - New Jersey

October 11, 2012 9:30 - 1:30 PM

Alumni and members of The McCallen Society are invited to meet with a panel of financial and estate planning advisors who will offer free advice. The federal, state and local tax codes change every year, and in order to make intelligent financial decisions, it’s important that you have the most current information. The choices you make today can impact the rest of your life, which is why we’ve assembled a group of experts who have the experience and skills to help you prepare for a sound financial future.

Moderator
John P. Clarke ’55CBA, ’57L
Chair, Department of Law
St. John’s The Peter J. Tobin College of Business

Panelists
Daniel Carbonella, CPA ‘04TCB, ’05MBA
Manager
Daszkowski, Tompkins & Weg, CPA, P.C.

Walter Daszkowski, CPA, PFS ‘94CBA
Partner
Daszkowski, Tompkins & Weg, CPA, PC

Anthony Tucci, Esq. ‘87CBA
Attorney
Anthony J. Tucci, Esquire

Mark Weg, CPA, PFS ‘92CBA, ‘94MBA

Partner
Daszkowski, Tompkins & Weg, CPA, PC

George S. Wonica, ‘96SVC
Board Certified Real Estate Professional
Licensed Associate Broker
Wonica Realtors

Date
Thursday, October 11, 2012

Time
9:30 a.m.- 1:30 p.m.

Location
Molly Pitcher Inn
88 Riverside Avenue
Red Bank, NJ 07701

Price
Complimentary

RSVP By
October 4, 2012

Reservations
Online registration

More Information
Kathleen Mannion ’10G
Office of Gift Planning
Tel (718) 990-5312
mannionk@stjohns.edu