Agenda

Tuesday, March 4, 2014

1:30 p.m.
Registration Opens

2:00 p.m. - 2:10 p.m.
Welcome Reception and Remarks

2:10 p.m. - 3:00 p.m.
Helping your HNW and Small Business Owners Navigate the Affordable Care Act

3:10 p.m - 4:00 p.m
2014 Tax Update for Financial Advisors

4:10 p.m. - 5:00 p.m.
Making the Most of the CPA-FA Partnership

5:00 p.m. - 5:15 p.m.
Closing Remarks

5:15 p.m. - 6:15 p.m.
Networking Cocktail Reception

FEATURED SPEAKERS

Marie Arrigo Marie Arrigo
Partner
EisnerAmper
Steven Barnes, CPA Steven Barnes, CPA
Owner
Barnes & Company
Richard J. Bloom, CPA, PFS, MST Richard J. Bloom, CPA, PFS, MST
Partner
WeiserMazars
Bob Goldfarb, CPA, PFS, CGMA, CFP, CFE, DBAFA, DBAFE Bob Goldfarb, CPA, PFS, CGMA, CFP, CFE, DBAFA, DBAFE
Principal
Janover LLC
Daniel Hood Daniel Hood
Editor in Chief
Accounting Today
Michael J. McLafferty Michael J. McLafferty
Partner
EisnerAmper
Henry Rubin Henry Rubin
Principal
H. Rubin Esq. & Company