For Advisors

2024 Tax & Financial Planning Tune-Up: Stay Ahead of the Changes


Jun 14, 2024


9:00 a.m. - 11:00 a.m. (light breakfast at 8:30 a.m.)


Jewish Community Center of Greater New Haven, 360 Amity Road Woodbridge, CT 06525


For Advisors


Eric L. Green, JD, LL.M. and Kristen M. Lynn, JD, LL.M. of Green & Sklarz LLC; Justin Podbielski, CFP®, CLU®, CASL of Barnum Financial Group

  • FREE 2 Hours CE / CPE for EAs and CPAs

Co-presented by The Community Foundation for Greater New Haven, the Valley Community Foundation, the Jewish Foundation of Greater New Haven, Barnum Financial Group and the law firm Green and Slarz LLC