Take a Business Break: How to be Your Own Financial Planner (ZOOM)

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

After registering, you will receive a confirmation email from Zoom 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:  Financial planning covers a wide range of areas for individuals that need understanding, integration and coordination. This includes income taxes, wealth accumulation and management, choosing the right investments and risk minimization, goal setting, retirement planning, and estate liquidity and distribution planning. Each separate topic could fill several hours of a program, but this presentation by Ed Mendlowitz, CPA and a personal financial planning specialist will cover essential highlights and takeaways that are practical and can be easily put to beneficial use by anyone attending this program.

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.