Take a Business Break: Decluttering Your Financial Life (ZOOM)

Please register in advance for this program.  Click on Join Event to register.

After registering, you will receive a confirmation email containing information about joining the meeting. If you do not see it in your inbox, please check your spam/junk email folder. A reminder will be sent prior to the program.

Description:  This program will show you how to declutter your financial life,  arrange your affairs to avoid confusion, and provide overall comfort for yourself and your heirs if you no longer can care for yourself.   Attendees will receive a digital tool kit with 24 usable checklists.

 Presenter:  Edward Mendlowitz, CPA, is emeritus partner at WithumSmith+Brown, PC and is one of Accounting Today’s 100 Most Influential People. Ed has written 30 books, over 1500 articles and blogs and presented over 350 speeches to accountants and general audiences. He is a licensed certified public accountant and is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation and as a personal financial specialist (PFS). He teaches courses on financial analysis and managerial accounting at FDU and Baruch College.

This event will be held on the Zoom platform.  Please make sure you have the application installed on your computer, iOS, or Android device.

This event is not recorded. All attendees who register with an email address will receive a digital copy of Ed's presentation/handout.