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DTSTART:20160502T223000Z
DTEND:20160503T010000Z
LOCATION:The Cannery-3803 Toulouse St, New Orleans, LA 70119
UID:1235420160502T223000ZThe Ever-evolving Client Engagement: Estate Planning into Income Planning
DTSTAMP:20260502T103519Z
DESCRIPTION:\n \n \nPatrick W. Suffern, CPA, CLU\n \nBecker, Suffern, McLanahan, LTD, Mandeville, LA  \n \nPatrick W. Suffern is a Principal and Shareholder in Becker, Suffern, McLanahan, LTD, an M Member Firm since 1984.  He joined the firm in 1991 bringing ten years of tax experience in public accounting with KPMG Peat Marwick.  His practice is focused on Estate Planning, Investment & Retirement Consulting.\n \nPat is also President of BSM Consulting Group, LTD, a retirement plan consulting and administration firm.\n \nPat is a graduate of Louisiana State University with a BS in Accounting.  He is licensed as a Certified Public Accountant (CPA) and holds the Chartered Life Underwriter (CLU) designation.\n
SUMMARY:The Ever-evolving Client Engagement: Estate Planning into Income Planning - New Orleans Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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