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Laurie Wolfe Completes CERTIFIED FINANCIAL PLANNER™ Certification Requirements

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Laurie Wolfe, CPA, CFP®
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Laurie Wolfe, CPA, CFP® and Senior Tax Advisor at Lassus Wherley has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Laurie joined Lassus Wherley in 1995.  As a Certified Public Accountant Laurie is responsible for tax preparation, research and tax compliance for business entities and individuals. Our firm encourages credentials such as CERTIFIED FINANCIAL PLANNER™ to enhance our advisors’ ability to meet the increasingly complex and broad-based needs of our clients.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.  CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.  CFP Board currently authorizes more than 76,000 individuals to use these marks in the United States.  For more about CFP Board, visit www.CFP.net.

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ABOUT LASSUS WHERLEY

Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®.  We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL.  Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind.  Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com

 

 

 

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New Providence

Summit Community Blood Drive is Sunday; First 50 donors Will Get a Free Union Theater Movie Pass

June 19, 2018

The weather may have just started to warm up, but New Jersey Blood Services (NJBS) is already urging the public to donate blood as we head into the summer months.  With schools closing and vacations scheduled, less people donate blood from June through August but transfusions are still needed for local patients.   

“We’re especially thankful to our dedicated donors ...

Union County College Hires New Dean of Humanities

CRANFORD – Dr. Melissa R. Sande is the new Dean of Humanities for Union County College. Dr. Sande joined Union in the fall of 2013 as a full-time instructor of English. She has more than ten years of teaching experience and has previously served as a program coordinator, writing tutor, and an adjunct instructor.

As the Dean of Humanities, Dr. Sande will be responsible for the supervision ...

Union County Announces 2018 Recycling Enhancement Grants

$134,600 distributed to 15 municipalities across Union County

UNION COUNTY, NJ -  New Providence is one of 15 municipalities that have received a total of $134,600 in Recycling Enhancement Grants. New Providence received a grant of $10,000 from the program, which aims at improving local recycling rates. it is administered by Union County with funding from the ...

Watchung Borough Mayor and Council Approve Affordable Housing Settlement

June 9, 2018

WATCHUNG, NJ -The Watchung Borough Council voted on Thursday night  to settle its third round affordable housing obligation mandated by the state of New Jersey. Watchung Borough’s immunity from builder's remedy lawsuits  expires on June 30.

 Mayor Stephen Pote was forced to cast the deciding vote after the council deadlocked at 3-3.

Video: Union County Celebrates Pride Month with CommUNITY PRIDE Day Picnic

June 19, 2018

RAHWAY, NJ - Parents, children, friends, and all family members came out on Saturday afternoon to Rahway River Park for the Union County CommUNITY PRIDE Day Picnic.

The family-friendly celebration hosted by the Union County Board of Chosen Freeholders, was a day of fun activities of arts and crafts, family lawn games, inflatable bounce houses, playground fun and more, along with music by the ...

Scotch Plains Mayor Al Smith Attends Gun Safety Bills Signing Ceremony with Gov. Murphy in Trenton

June 14, 2018

TRENTON, NJ -- Mayor Al Smith attended a gun safety package bill signing ceremony at the Richard J. Hughes Justice Complex in Trenton on Wednesday with Governor Phil Murphy. Mayor Smith joined a bipartisan group of local and state elected officials, as well as members of Moms Demand Action of Union County, at the event. 

“As a leader in Sandy Hook Promise, I was happy to accept the ...

Sleep out at Covenant House

June 18, 2018

I can enjoy the same movies over and over like it were the first time to see them.  My kids roll their eyes at this.  Well, many unimaginable things happen as you become a certain age, and you tend to learn to accept those things graciously as gift.   But I remember the movie “The Blind Side.”  Until I saw that movie, I didn’t know homeless children ...

Upcoming Events

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Tue, June 19, 7:00 AM

Summit YMCA, Summit

Pet Supply Drive at the Summit YMCA to Benefit ...

Giving Back

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Tue, June 19, 8:00 AM

Providence Health & Fitness, New Providence

Barre Intensity

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Tue, June 19, 9:15 AM

Providence Health and Fitness, New Providence

Essential Hatha Yoga

Health & Wellness

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Tue, June 19, 9:15 AM

Providence Health and Fitness, New Providence

Essential Hatha Yoga

Health & Wellness

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Tue, June 19, 9:30 AM

Providence Health and Fitness, New Providence

Pilates Reformer

Health & Wellness

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Tue, June 19, 9:30 AM

Providence Health and Fitness, New Providence

Pilates Reformer

Health & Wellness

What's Hot and What's Not

Summer is a great time to take a step back, sip a cool beverage, and take a look at what’s going on in the world of college admissions.  Departments use the summer to evaluate how their year went and plan on any changes they want to make for the fall.  Did they over-enroll? Under-enroll?  What application materials were useful to them?  Which were redundant or time ...