Presentation on Understanding Qualified Plans for Family-owned Businesses
Madison, N.J. (November 8, 2011)—Fairleigh Dickinson University will host a presentation, “Understanding Qualified Plans for Family-owned Businesses,” on Thursday, Dec. 1, 2011 from 2-5 p.m. in Hartman Lounge, Hennessy Hall, as part of the O. Berk Company Family Business Forum Seminar Series. Guest speakers include Robert Scott, the founder of Main Street Wealth Management, James Dy, a financial consultant for Main Street Wealth Management, and Charles Rosenberg, a partner at Intac Actuarial Services, Inc. Admission is free.
For any family-owned business that currently sponsors a “qualified plan” (i.e. — a 401(k) plan, profit sharing plan, defined benefit plan, etc.), there have been recent developments in the space that warrants you attending this timely session.
Robert Scott provides financial planning and investment advisory services to entrepreneurs and individuals. He is a certified financial planner, an investment advisor representative with LPL Financial, member of FINRA/SIPC, and a licensed insurance consultant with over 18 years experience in the financial planning field.
James Dy has over 15 years of consulting experience. He specializes in working with successful physicians, retirees, executives and business owners in the key areas of estate conservation, investment management, business succession and executive compensation.
Charles Rosenberg’s expertise includes consulting in all forms of qualified retirement plans. He is a Certified Retirement Administrator (CRA), a Certified Retirement Counselor (CRC), and holds the designation of an Accredited Investments Fiduciary (AIF). Rosenberg lectures frequently on qualified retirement plan topics to accountants and financial advisors.
Established in 1992, The O. Berk Company Family Business Forum is the only organization of its kind in the state. It’s interactive educational programs and peer support groups help members of family-owned firms effectively deal with important issues such as succession planning, conflict management, and organizational strategy.
Part of the Silberman College of Business since 1989, the mission of the Rothman Institute for Entrepreneurship is to teach and support entrepreneurship and innovation in the academic, business and nonprofit communities. An outstanding entrepreneurship curriculum taught by an excellent faculty has helped make the academic program among the top 20 in the nation (as ranked by the Princeton Review).
For more information or to register, call the Rothman Institute at (973) 443-8842. Fairleigh Dickinson University’s College at Florham is located at 285 Madison Ave., Madison, N.J.