November Dinner Meeting

Date: Thursday, November 11, 2004

Time: 6:00pm Networking, Dinner and Presentation

Location: Harrison Conference Center at Merrill Lynch, 900 Scudders Mill Road Plainsboro, NJ (use entrance at 3rd traffic light off US Rt.1).

Directions: Harrison Conference Center & Hotel, 900 Scudders Mill Road, Plainsboro, NJ 08536

Special Announcement: Time to clean out your closet! Please bring clothing suitable for work, including accessories such as pocketbooks, scarves, belts, gloves, hats and shoes to main lobby entrance. Mercer County Technical School, in its affiliation with the Work First Program and Catholic Charities, will collect the donations. Women and men's alike accepted! Click here for full details

Meeting Sponsor: Elizabeth Scafa, Scafa Financial Services

Topic: Financial Brain Trust: Panel Discussion on Key Issues; College Planning, Retirement and Estate Planning and Elder Care

Presenters:

• Richard J. Lucash, CPA and Certified College Planning Specialist
• Elizabeth Scafa, CPA, CFP(R), Scafa Financial Services, LLC
• Lisa M. Butler, Esq., Pinto & Butler

We'll explore:

• The College Application Process
• Funding Education Without Going Broke
• At what age can I afford to retire?
• Will I be able to live in the lifestyle I am accustomed to?
• Importance of Estate Planning for Women
• "New" NJ Estate Tax and Other Tax Consequences.

Cost: Pre-registered is $33 for members and $38 for non-members. Not pre-registered: $38 for members and non-members. Non-members may attend with member at member cost. Payment is at the event. Walk-ins are limited due to space.

Register: Email rsvpmercerdinner@yahoo.com by noon Monday, November 8. All registrations received after this time will be charged the “at the door” price. Mercer Chapter Hotline can be reached at (609) 924-7975.

Cancellation Policy: If you are unable to attend for any reason, contact the chapter by email at rsvpmercerdinner@yahoo.com or by fax at 609-924-6979. Cancellations received after Friday Oct. 8 at 5pm will be billed the full dinner registration fee. Dinner substitutions may be made by email any time prior to the event.

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