I will be presenting two investment programs for the general public. The first is Thursday Jan 28 at 12pm and the second is Sunday Feb 7 at 10am. Both will be 1 hour, on Zoom and are free.

Thursday’s program continues my “Take A Business Break” series at the East Brunswick public library. The topic is “How to be your own investment manager” and will include a thorough handout. I am accredited as a personal financial specialist by the AICPA and will share some of the advice I provide to all types of clients – from beginner investors to billionaires. There will be something in this program for everyone. This will be a 1-hour Zoom program. Click here to register.

On Sunday Feb 7, I will be presenting my 41st annual financial program. This will be a unique trip titled “5421 Years Of Taxation, Investing and Financial History.” I will share information that I never before spoke about so those that have attended earlier programs will learn something new. This will be a fun program that will interest you, teach you, WOW you and entertain you and will not duplicate anything from earlier programs that go back to when Jimmy Carter was president. The program is sponsored by the Congregation Beth Ohr Men’s Club and is open to the public and will run for 1 hour. A handout will also be available to attendees after the program. It is free and to obtain the Zoom log on please email [email protected] by Feb 4.

For those that do not know me, I am a CPA and emeritus partner with Withum, an adjunct MBA professor at Fairleigh Dickinson and one of Accounting Today’s Top 100 Most Influential People in Accounting.

I hope to “see you” at these two Zoom programs.

If you have any tax, business or financial issues you want to discuss please do not hesitate to contact me at [email protected].

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