Cornonavirus Update
All University sponsored events, both on and off campus, are postponed until further notice. For more University related information regarding the coronavirus, COVID-19, situation please click here.
How to Preserve and Transfer Your Wealth
You're invited to a complimentary lunch as an attorney and a financial advisor lead the conversation and answer your questions on estate planning strategies and charitable gift planning ideas to help you achieve your goals. Ensure that your estate plans reflect any changes in your life and learn more about the new rules affecting retirement accounts.
Thursday, April 23
Noon - 2:00 p.m.
Mayfair Farms
481 Eagle Rock Avenue
West Orange, NJ 07052
Guests are welcome.
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Speakers
Doreen A. Catanio, CPA '85
Doreen, a graduate of Saint Peter’s University Class of 1985, has more than 25 years experience as a financial advisor and is the founder and president of Professional Financial Services, an established tax, accounting and financial planning firm.
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Anthony F. Vitiello, J.D., LL.M.
A nationally renowned expert in estates and trusts with law degrees from NYU, Anthony chairs the taxation and estate planning practice group at Connell Foley, LLP, one of the state’s leading law firms.
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For more information or to register, please contact
Sharon Morrissey, M.B.A., M.Ed. '13 at (201) 761-6126 or smorrissey@saintpeters.edu.