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Past Speaking Engagements
and Presentations
With Ken Shapiro and Diane Taylor
Click here for
presentation
Date: April 27, 2009
Where:
National Association of
Professional Organizers
– Northern NJ Chapter
The
Baird
Community Center
5
Mead Street
South Orange,
NJ 07079
Speaker:
Diane Taylor, CFP®, EA
Topic:
Organizing Your Clients' Financial Lives
This meeting is open to the general public.
Attendance fee is $25, payable in cash or check
at the door.
Web site:
naponnj.org/meetings_events.html
Date:
February 25, 2009
Where:
Morris Area Financial Advisor Study Group
Morristown, NJ
Speaker:
Kenneth B. Shapiro, CFP®,
CPA/PFS
Topic:
Impact of
potential income tax changes on the planning
process
Presentation:
Tax Strategies For Current
Economic Times
& Impact of New Tax Law Changes
Date:
February 19, 2009
Where:
Lee Hecht
Harrison, Career Talent & Development, Woodbridge NJ
Speaker:
Kenneth B. Shapiro, CFP®,
CPA/PFS
Topic:
Senior Executives in Transition
Agenda:
Click here to see course
outline
PowerPoint
Presentation:
Managing Personal Finances
During Transition
Date:
February 18, 2009
Where: Immigration Service –
Newark, NJ
Speaker:
Diane Taylor, CFP®, EA
Topic: Mid-Career Financial Planning
PowerPoint Presentation:
Mid-Career
Financial
Planning
Date:
January 24, 2009
Where:
NJSCPA Women's Do It Yourself Journey
Speakers:
Diane K. Taylor, CFP, EA
Karen Flannery, CPA
Shapiro Financial Security Group
Topic & Presentation:
Recession
Proof
Your Life
A
Journey to Financial Freedom
Date:
January 24, 2009
Speakers:
Kenneth B. Shapiro, CFP®,
CPA/PFS
Shapiro Financial Security Group
Dave Muti
Millenium Home Mortgage, LLC
Topic & Presentation:
Home Buying &
Mortgage Tips in the
Current Economy
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