Crazy Rich Millennials - EPCNNJ Dinner Meeting

Date: Wednesday, May 15, 2019
Time: 5:30pm - 8:30pm
Location: The Madison Hotel, One Convent Rd. Morristown, NJ
Speaker: Benjamin Lehrhoff, Tracy Child, Esq., Christopher Koza

 

ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY

DINNER MEETING:  MAY 15, 2019

 

 

      5:30 PM    **SPECIAL 40 UNDER 40 COCKTAIL PARTY                

      6:00 PM    COCKTAILS, HORS D‘OEUVRES & NETWORKING    

      6:45 PM    DINNER BEGINS                                                                           

      7:15 PM    PROGRAM BEGINS                            

      8:30 PM    PROGRAM ENDS    

                    

 

TOPIC:         Crazy Rich Millennials

 

SPEAKERS:     Benjamin Lehrhoff, Bernstein Private Wealth Management

                            Tracy Child, Esq.,  ShermanWells Sylvester & Stamelman, LLP

                            Christopher Koza, Goldman Sachs

                             

SPONSOR:       Atlas Advisory Group, LLC

 

 

Please join us for our final meeting of the year. Millennials are on the cusp of surpassing Baby Boomers as the nation's largest living adult generation, according to population projections from the U.S. Census Bureau. Deloitte estimates that by 2020 their aggregate net worth will range from $19 - $24 trillion. This presents enormous opportunity for professional advisors - during this session we will explore what is unique about this generation, the obstacles we face as advisors and solutions for how to best serve this growing community.

 

 

**At this meeting, we will be hosting our annual “40 Under 40” Special and Cocktail Party! Each member is invited to bring up to 3 associates, colleagues and/or friends under 40 as guests to this meeting for only $40 each. Our “40 under 40” guests and their member-sponsors are invited to a complimentary open-bar networking cocktail party from 5:30pm-6:00pm, before our regular cocktail party begins. Bring an under 40 colleague, and enjoy a round on us!

 

 

This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.

 

CFP and CPA continuing education credit will be offered for this presentation. 

 

 

                                                                                                                 Lesley Draper

                                                                                                                 First Vice President

                                                                                                                 Program Chairperson

 

No Fee for Members

Guest Fee $75.00

*Special $40.00  fee for Guests under 40

Pay by Check or Credit Card at the Door

 

 

Please respond by Friday, May 10, 2019                              Web     www.EPCNNJ.org

                                                                                                 Email    EPCNNJ.Laura@gmail.com

                                                                                                   Mail    EPCNNJ, Inc.

                                                                                                               P.O. Box 855

                                                                                                               Bernardsville, NJ  07924

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