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Bookkeeping & Back Office Solutions, LLC in conjunction with Mandelbaum, Kaplan and Dulman LLC, are please to announce our first series of lunch and learn workshops to provide important insight on current topics.  We have set up 4 workshops with outside expert speakers to bring our clients answers to today’s frequently asked questions and misconceptions.

Here is our upcoming schedule:

Friday, June 11, 2010 – 12:30 pm – Health care reform – What does this mean for you as an individual and a business owner?  What is the current status and timeline?  Find out what is truth and what are misconceptions?    Guest Speaker – Susan Hambright-Neglio – Account Executive with Emerson Reid & Co.

Friday, July 23, 2010 – 12:30 pm – Roth IRA conversions – What are the benefits?  Is this right for me?  How do the current estate laws effect Roth IRA conversions?  Guest Speaker – Gary Schwartz – President of Madison Planning Group

Friday, September 10, 2010 – 12:30 pm – Trusts and Legal Protection – What do I need to protect my family or business?  Do I have my legal plan properly set up?  Guest Speaker – Jay A. Solid, Counselor at Law, Partner Fiszer & Soled

Friday, October 8, 2010- 12:30 pm – Credit Management – How does credit impact me?  How can I improve my credit?  Guest Speaker – Tracy A. Becker, President North Shore Advisory (Credit Education & Restoration)

Each lunch and learn is limited to 40 people.  Please respond and reserve your spot.  Clients and guests are all welcome.  For more information please call 973.535.5680 or email: info@bookkeepingbos.com

 

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Bookkeeping and Back Office Solutions, LLC | 973.535.5680 | info@bookkeepingbos.com