The Knapp Law Firm LLC General Public and Partners in TrustTM Clients July - December 2010 Education and Event Calendar
Programs in regular type are open to the General Public. Programs in italics are open only to current Partners in Trusttm Clients, their successor trustees and trusted advisors. Reservations are required; seating is limited. RSVP to Karin at (908) 696-0011 or at (888) KNAPP-LAW. Minimum attendance required for all programs. Unless noted, “@BR” means at The Wealth Strategies Center, 11 S. Finley Ave., Basking Ridge, NJ, and “@MM” means at The Wealth Strategies Center II, 7 Hilltop Road, Mendham NJ. All dates and locations subject to change. All programs are free unless otherwise noted below.
Tuesday, July 6
7 pm
U.S. Army Jazz Band @ Community Theatre (Jeff has tickets)
Wednesday, July 14
1 pm
Conference Call (1.0 CFP credit) Plan Around 3.8% Health Tax
Thursday, July 29
1 pm
Conference Call (1.0 CPA credit) Roth IRA Conversion Update
Trustee Training TalkTM @ BR (Second of 2 Annual Dates) (Please invite your successor trustees NOW!)
Wednesday, Dec. 1
1 pm
Conference Call (1.0 CFP credit) TBD @ BR
Thursday, Dec. 9
1 pm
Conference Call (1.0 CPA credit) 2010 Year in Review @ BR
Mon-Wed, Dec 13-15
Jeff Teaches Three-Day Time to Think Course @ BR – call for info
Friday, Dec. 24
6 pm
Pizza & Cocoa w/Christmas Caroling on the Green @ BR
NOTE ~
January - June 2011 Calendar will be mailed early January. Tentative dates include: Saturday, May 7, 2011 (10 am) Trustee Training Talktm (Invite your Successor Trustees now!)
The Knapp Law Firm ~ Finding What Matters Most to Our Clients, and Making It Happen!
