Martha Ferrari makes herself available to speak to groups about various financial planning topics geared toward their interests as a community service. If are looking for a speaker for a meeting or conference, please send a message on the Contact page or call.
“Cutting the Tax Bill on Company Stock”
Kiplingers Retirement Report,
August 1, 2018
“Practice Foundation: Capstone ”
NAPFA Fall Conference,
Orlando, FL (Co-Speaker, May 2018)
“Practice Foundation: Capstone ”
NAPFA Spring Conference,
Phoenix, AZ (Co-Speaker, October 2017)
“Social Security: Not Just Another Annuity”
Wilkin & Guttenplan Women’s Business and Professional Networking Group
East Brunswick, NJ (Speaker, February 2016)
“What Women Must Know About Taxes Plus”
Bridgewater Womens’ Club
Bridgewater, NJ (Speaker, February 2015)
“A Tax-Smart Retirement Plan”
Princeton Public Library and Princeton Senior Resource Center
Princeton, NJ (Speaker, November 2014)
“Your Retirement and Income Taxes”
Monroe Senior Center
Monroe, NJ (Presenter, October 2014)
“Retirement and Taxes: What Retirees Should Know”
Princeton Public Library and Princeton Senior Resource Center
Princeton, NJ (Speaker, January 2014)
“Career Transitions: Financial and Tax Issues for Job Seekers”
New Jersey Public Service Group, Princeton Public Library
Princeton, New Jersey (Speaker, May 2013)
“NUA or Not: Dealing with Rollovers and Concentrated Stock Positions”
NAPFA 2012 Conference
Baltimore, MD (Co-Presenter, November 2012)
“Trusts and Estates Boot Camp for Advisors”
Shah & Associates, PC, Jamesburg
New Jersey (Speaker, October 2012)
“Choosing a Business Entity”
NAPFA 2012 Conference
Chicago, Illinois (Co-Presenter, May 2012)
“Transfers to Minors – Income, Estate and Gift Tax Consequences”
NAPFA National Conference
Salt Lake City, Utah (Presenter, May 2011)
“Taxation of Fringe Benefits”
NAPFA National Conference
Salt Lake City, Utah (Co-Presenter, May 2011)
“Roth IRA Conversions”
Financial Planning Association of New Jersey, Regional Meeting
Lawrenceville, New Jersey (Speaker, November 2010)
“Using the Tax Return as a PFP Tool”
NJ Society of Certified Public Accountants, Jumping Brook Country Club,
Neptune, New Jersey ( Speaker, October 2010)
“Tax Update: To Roth or Not to Roth”
NAPFA 2010 National Conference
Chicago, Illinois (Co-Presenter, May 2010)
“Income Taxation of Trusts”
NAPFA 2009 New Perspectives Conference
Orlando, Florida (Presenter, November 2009)
“Taxation of Trusts”
NAPFA 2009 National Conference
National Harbor, Maryland (Presenter, June 2009)
