Kolinsky Wealth Management, one of New Jersey’s leading financial and investment advisory firms, is teaming up with AxisPointe and Paylocity to host a seminar providing the latest information, updates and strategies relating to the Patient Protection and Affordable Care Act (PPACA). This exclusive seminar, set for Tuesday, October 29 at 8:30 a.m. at the Saddle Brook Marriott, is designed for CPAs, CFOs, Accountants and HR professionals and has been approved for 2 CPE credits by the New Jersey Board of Accountancy and New York State Board for Public Accountants.
The program will feature finance professional Jason Kolinsky, CFP® of Kolinsky Wealth Management, employee benefit advisor Aida G. Visakay, CFP® of AxisPointe and district sales manager Preston Hills of Paylocity. This seminar brings together a diverse collection of expertise and perspectives with the goal of educating the audience on the many challenges and opportunities that PPACA brings.
As an investment advisor who develops financial planning strategies for businesses and individuals, Kolinsky will inform attendees of their upcoming responsibilities and the penalty provisions of PPACA. “This law brings new responsibilities for individuals and employers along with potential fees for noncompliance. We want attendees to learn the timeline of PPACA requirements and the best way to create a plan going forward,” said Kolinsky.
For over 30 years and two generations, Kolinsky Wealth Management has served as a trusted partner to CPA firms, allowing them build upon and enhance their existing client relationships through a comprehensive range of wealth management solutions.
For more information or to request an invitation, please contact Connie Poveromo at [email protected] or 201-474-4011.
About Jason M. Kolinsky, CFP®
Jason Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC, an SEC Registered Investment Advisor, and Life and Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 2007 and is a Registered Representative with American Portfolios Financial Services, Inc. Member FINRA/SIPC. Kolinsky Wealth Management and American Portfolios Financial Services are not affiliated. Jason obtained his Certified Financial Planner certification in 2012.
About Kolinsky Wealth Management
Kolinsky Wealth Management, one of New Jersey’s leading financial and investment advisory firms, has taken a holistic approach to financial planning for more than 30 years by providing a comprehensive range of resources and capabilities. As a trusted partner to the state’s leading CPA firms Kolinsky Wealth Management offers the Power of Partnership through a full suite of financial services that complement the independence and objectivity of our CPA partners.
A fully independent Registered Investment Advisor, Kolinsky Wealth Management’s range of financial services includes investment advice and management, wealth management, estate planning and wealth transfer, risk planning strategies, retirement plan design and consulting, business planning strategies.
For more information, visit: https://kolinskywealth.com.