On this Tuesday, April 16, Kyle Stawicki of Sax Wealth Advisors and Joshua Chananie in the Sax Manufacturing and Distribution Practice will speak to the chapter on Employee Benefit Plan Design and Administration.
As Partner-in-Charge of Sax Wealth Advisors, Kyle Stawicki, ChFC, leads a talented team of wealth management and investment professionals dedicated to achieving their clients’ financial goals. In addition to developing staff, providing strategic direction for the firm and other key leadership roles, Kyle delivers the Sax client experience to a wide range of private clients, families and qualified retirement plans. With more than a decade of experience as a wealth advisor and retirement plan fiduciary, he specializes in finding the financial solutions that fit each client’s specific needs and circumstances.
Kyle is a graduate of Lehigh University and a Chartered Financial Consultant. Outside of the office, he is a fitness and sports enthusiast who enjoys Crossfit, triathlons, bike riding and golf.
Joshua Chananie, CPA, is a Partner with Sax and Leader of the firm’s Manufacturing and Distribution Practice, concentrating on advising clients on the key areas critical to their success.
With more than 15 years of experience, Josh specializes in distribution and inventory management, shareholders agreements, profitability, succession planning, financial strategy, operational efficiencies, risk management and tax challenges.
Josh is also an active member in the firm’s Not-for-Profit Practice, specializing in governance and best practices on fiscal policy.
Josh is an active member of the Supply Chain Experts Group and a Board Member of The Paterson Alliance. He has a Bachelor’s degree in Accounting from SUNY Binghamton.
Joshua is a Certified Public Accountant in New Jersey. In his spare time, he enjoys spending time with his family, playing golf, going to the beach and all things football-related.
*Please note that this event is $35, payment at the door*