Retirement & Testamentary Planning Post Secure Act 2.0

Retirement & Testamentary Planning
Post Secure Act 2.0

Mark Berg, CFP
Timothy Financial Counsel, Inc.  

1.0 CLE General Credit Approved
1.0 CFP CE approval pending

CPA CPE attendance certificates provided

Thank You To Our Sponsor

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planing update, sponsor message
8:00 - 9:00 a.m. program

Mark Berg, CFP, founded Timothy Financial in 2000. Prior to starting Timothy Financial, Mark served as a Client Manager at one of the largest fee-only financial planning firms in the country and has provided advice for more than 25 years. Mark is passionate about financial planning, best seen in his volunteer work through the National Association of Personal Financial Advisors (NAPFA) where he has served on both the regional and national board and has sat on several committees. He holds a bachelor’s degree in Economics from Wheaton College and is a CERTIFIED FINANCIAL PLANNER™ professional.

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  After deadline, you may request to transfer of your registration to another individual by emailing dpcepc@navandassoc.com. 

MCLE PCAM 541688 
CFP Board Program ID: 313932