Take a Business Break: Getting Your Affairs in Order (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 life, arrange your affairs to avoid confusion if you no longer can care for yourself and how to set up things for someone you might need to care for. It will include wills, the uses and purposes of essential trusts, the responsibilities of trustees and executors, a dire warning to your IRA beneficiaries, what records you need to keep, estate liquidity, how a parent should choose a guardian for their minor children and arrange for an allowance for the guardian, how assets can be left to minors, and how to provide overall comfort for yourself and your heirs. Attendees will receive a Word® file 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 is the author of 29 books and has written over 1500 articles and blogs and developed 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 in the MBA program at Fairleigh Dickinson University.  

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