ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY

On the agenda:

• The Presidential Election
• Senate and House Elections
• What are the prospects for social security reform?
• Will Roth IRA's be taxed at any point in the future?
• What about the debt ceiling?

Moderator: Deirdre Wheatley- Liss

Jeff Bush

A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives, and high-net-worth investors.  Jeff is the principal of the Washington Update, the industry’s nonpartisan expert on all things Washington.

Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he managed a $50+ billion sales organization.  Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.

Jeff holds a bachelor’s degree in Business Administration/Management with an emphasis in Accounting, Computers, and Philosophy from William Jewell College. Jeff’s dedication, forward-thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades. 

Event Sponsor: John Hancock