Please join us for our monthly CLE Luncheon featuring Niraj Chhabra, CFP, MBA of Ameriprise Financial Services, speaking on The Four Cornerstones of Your Financial Future.
Presentation Summary
The course is desiged for lawyers in all practice areas and levels and focuses on tax and financial planning for businesses as well as the individual attorney. Niraj will discuss estate planning, family, and tax law as it applies to business owners, and will review the potential pitfalls of not declaring all business income, how to shelter assets from creditors and provide preferential benefits for key employees. All of this will be weaved in with personal financial planning for attorneys. We will discuss challenges such as retirement planning, education planning, planning for aging parents and estate planning, as well as solutions.
Open to all Princeton Bar Members, their guests, and family members. This program has been approved for 1.2 credits in New Jersey. A gourmet lunch will be served. Join us as we get ready for tax season!
About our Speaker:
Niraj is a Financial Advisor with Ameriprise Financial Services, Inc., located in CedarKnolls, New Jersey where he focuses his practice on family finances, tax planning strategies, estate planning strategies, retirement planning, and financial planning for small business. Niraj has earned professional designations as a Certified Financial Planner, MBA, Chartered Retirement Planning Counselor, and Certification in Long-Term Care. He obtained his MBA in Finance from Rutgers University in 2015 and his Bachelors degree in Business Administration, Management & Marketing from Montclair State University in 2005.