Events

Upcoming Events

Past Events

FINANCIAL PLANNING FOR THE SANDWICH GENERATION

Tuesday, December 12, 2023 from 12:00 – 1:00 p.m.

Location: VIRTUAL

We cordially invite you to the third in a three-part series covering financial planning issues faced by the Sandwich Generation.

Join Elizabeth Candido Petite, Esq. of Lindabury, McCormick, Estabrook & Cooper, P.C., Daniel Kochka, CPA, CFE, MBA of Integrated Accounting Solutions, and Geoffrey Cleveland of Janus Gate Financial as they discuss the fundamentals and importance of financial planning for the sandwich generation.

Please e-mail geoff.cleveland@lpl.com or call 908-315-3745 if interested in attending.

Elizabeth Candido Petite, Esq. of Lindabury, McCormick, Estabrook & Cooper, P.C., and Daniel Kochka, CPA, CFE, MBA of Integrated Accounting Solutions are not affiliated with Janus Gate Financial or LPL Financial.

TAX PLANNING FOR THE SANDWICH GENERATION

Tuesday, November 14, 2023 from 12:00 – 1:00 p.m.

Location: VIRTUAL

We cordially invite you to the second in a three-part series covering tax planning issues faced by the Sandwich Generation.

Join Elizabeth Candido Petite, Esq. of Lindabury, McCormick, Estabrook & Cooper, P.C., Daniel Kochka, CPA, CFE, MBA of Integrated Accounting Solutions, and Geoffrey Cleveland of Janus Gate Financial as they discuss the fundamentals and importance of tax planning for the sandwich generation.

Please e-mail geoff.cleveland@lpl.com or call 908-315-3745 if interested in attending.

Elizabeth Candido Petite, Esq. of Lindabury, McCormick, Estabrook & Cooper, P.C., and Daniel Kochka, CPA, CFE, MBA of Integrated Accounting Solutions are not affiliated with Janus Gate Financial or LPL Financial.

ESTATE PLANNING FOR THE SANDWICH GENERATION

Tuesday, October, 24, 2023 from 6:00 – 7:30 p.m.

Location: Lindabury, McCormick, Estabrook & Cooper, P.C.: 53 Cardinal Drive, Westfield, NJ 07090

We cordially invite you to the first in a three-part series covering estate planning issues faced by the Sandwich Generation.

Join Elizabeth Candido Petite, Esq. of Lindabury, McCormick, Estabrook & Cooper, P.C., Daniel Kochka, CPA, CFE, MBA of Integrated Accounting Solutions, and Geoffrey Cleveland of Janus Gate Financial as they discuss the fundamentals and importance of estate planning for the sandwich generation.

Elizabeth Candido Petite, Esq. of Lindabury, McCormick, Estabrook & Cooper, P.C., and Daniel Kochka, CPA, CFE, MBA of Integrated Accounting Solutions are not affiliated with Janus Gate Financial or LPL Financial.