The Ever-evolving Client Engagement: Estate Planning into Income Planning
Date: Monday, May 2, 2016
Time: 5:30pm - 8:00pm
Location: The Cannery-3803 Toulouse St, New Orleans, LA 70119
Speaker: Patrick W. Suffern, CPA, CLU
Patrick W. Suffern, CPA, CLU
Becker, Suffern, McLanahan, LTD, Mandeville, LA
Patrick 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.
Pat is also President of BSM Consulting Group, LTD, a retirement plan consulting and administration firm.
Pat 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.
