Events
Upcoming Events
February 7, 2023
11:00a - 1:00p
The Gathering Place at Stephen Ng Financial Group
Strategies to Grow, Protect and Leverage Your Wealth (The Gathering Place at Stephen Ng Financial Group 2/7 at 11AM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
February 9, 2023
7:00p - 9:00p
The Gathering Place at Stephen Ng Financial Group
Strategies to Grow, Protect and Leverage Your Wealth (The Gathering Place at Stephen Ng Financial Group 2/9 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
February 15, 2023
7:00p - 8:00p
Webinar
Strategies to Grow, Protect and Leverage Your Wealth (Webinar 2/15 at 7PM)
This action-packed financial planning course will introduce you to our firm and share our methodologies and strategies to grow, protect and leverage your wealth.
March 22, 2023
7:00p - 8:00p
Webinar
Strategies to Grow, Protect and Leverage Your Wealth (Webinar 3/22 at 7PM)
This action-packed financial planning course will introduce you to our firm and share our methodologies and strategies to grow, protect and leverage your wealth.
March 28, 2023
7:00p - 8:00p
Webinar
Long Term Care Planning (Webinar 3/28 at 7PM)
We will never be younger or healthier than now. You have options- that's great news!
April 19, 2023
7:00p - 8:00p
Webinar
Identity Theft (Webinar 4/19 at 7PM)
In this webinar we will learn how easy it is to have your identity stolen and some actionable strategies that you and your family can implement today to protect yourselves.
Past Events
February 2, 2023
7:00p - 8:00p
Webinar
State of the Markets 2023
Now is a great time to review how far the markets have come and talk about what might lay ahead. This presentation event examines the important financial factors at play, including economic developments, world events, and other market influences. It also looks at what might be around the corner for 2023 in addition to answering any questions you may have.
January 25, 2023
7:00p - 8:00p
Webinar
Lessons of Successful Wealth Transfers (Webinar 1/25 at 7PM)
This webinar will help build successful wealth transfer strategies. Topics presented by Janus Henderson.
December 13, 2022
7:00p - 8:00p
Webinar
Securing Your Retirement- Transforming Social Security into a Winning Retirement Strategy (Webinar 12/13 at 7PM)
A well-designed strategy can help simplify the social security filing process. This webinar will help to educate you on the many decisions involved in claiming Social Security benefits, as well as their consequences, and suggest strategies that can offer an opportunity to maximize the benefits received.
December 7, 2022
6:00p - 8:00p
Little Fox Kitchen Virtual Class
Client Appreciation Chocolate Soufflé Class (Wednesday, 12/7 at 6PM)
Please join us for an exclusive client appreciation Chocolate Souffle class with the Little Fox Kitchen.
November 8, 2022
7:00p - 8:00p
Webinar
Invesco Real Estate Income Trust (REIT) Webinar
Join us for our exclusive webinar on Invesco Real Estate Income Trust.
October 19, 2022
7:00p - 8:00p
Webinar
Strategies to Grow, Protect and Leverage Your Wealth (Webinar 10/19 at 7PM)
This action-packed financial planning course will introduce you to our firm and share our methodologies and strategies to grow, protect and leverage your wealth.
October 18, 2022
7:00p - 9:00p
Salt Creek Grille
Strategies to Grow, Protect and Leverage Your Wealth (Salt Creek Grille 10/18 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
October 13, 2022
7:00p - 9:00p
Salt Creek Grille
Strategies to Grow, Protect and Leverage Your Wealth (Salt Creek Grille 10/13 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
October 11, 2022
7:00p - 8:00p
Webinar
Financial Literacy (Webinar 10/11 at 7PM)
In its simplest form, financial literacy is the understanding of financial topics relating to personal finance, protection, borrowing, and investing.
October 6, 2022
11:00a - 12:00p
Webinar
Financial Literacy (Webinar 10/6 at 11AM)
In its simplest form, financial literacy is the understanding of financial topics relating to personal finance, protection, borrowing, and investing.
August 31, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 8/31 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
August 23, 2022
7:00p - 9:00p
Hilton- Short Hills
Strategies for Retirement in a Post-Pandemic World (Short Hills Hilton 8/23 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
August 18, 2022
7:00p - 9:00p
Hilton- Short Hills
Strategies for Retirement in a Post-Pandemic World (Short Hills Hilton 8/18 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
August 10, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 8/10 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
August 9, 2022
7:00p - 8:00p
Webinar
Halftime Report 2022 (8/9 at 7PM)
Midway through the year is a great time to see how far we've come and talk about what might lay ahead.
August 4, 2022
11:00a - 12:00p
Webinar
Halftime Report 2022 (8/4 at 11AM)
Midway through the year is a great time to see how far we've come and talk about what might lay ahead.
July 26, 2022
7:00p - 8:00p
Webinar
Leveraging Your Wealth with Life Insurance (Webinar 7/26 at 7PM)
Learn more about life insurance and why it’s an important part of your investing strategy. Learn how to grow, protect and leverage your wealth using life insurance as a financial asset.
July 21, 2022
11:00a - 12:00p
Webinar
Leveraging Your Wealth with Life Insurance (Webinar 7/21 at 11AM)
Learn more about life insurance and why it’s an important part of your investing strategy. Learn how to grow, protect and leverage your wealth using life insurance as a financial asset.
July 20, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 7/20 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
June 29, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 6/29 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
June 8, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 6/8 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
May 18, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 5/18 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
May 17, 2022
7:00p - 9:00p
Seasons 52- Hanover
Strategies for Retirement in a Post-Pandemic World (Seasons 52 on 5/17 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
May 14, 2022
9:00a - 12:00p
Springfield Office
Shred Day 2022
There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join us for our annual Shred Day. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!
May 12, 2022
7:00p - 9:00p
Seasons 52- Hanover
Strategies for Retirement in a Post-Pandemic World (Seasons 52 on 5/12 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
May 4, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 5/4 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
May 3, 2022
7:00p - 9:00p
Maggiano's- Bridgewater
Strategies for Retirement in a Post-Pandemic World (Maggiano's 5/3 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
April 28, 2022
7:00p - 9:00p
Maggiano's- Bridgewater
Strategies for Retirement in a Post-Pandemic World (Maggiano's 4/28 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
April 13, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 4/13 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
March 30, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 3/30 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
March 24, 2022
7:00p - 9:00p
Fleming's Prime Steakhouse
Strategies for Retirement in a Post-Pandemic World (Fleming's Steakhouse 3/24 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
March 22, 2022
7:00p - 9:00p
Fleming's Prime Steakhouse
Strategies for Retirement in a Post-Pandemic World (Fleming's Steakhouse 3/22 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
March 2, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 3/2 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
February 8, 2022
7:00p - 8:00p
Webinar
State of the Markets 2022 (Webinar 2/8 at 7pm)
Now is a great time to review how far the markets have come and talk about what might lay ahead. This presentation event examines the important financial factors at play, including economic developments, world events, and other market influences. It also looks at what might be around the corner for 2022 in addition to answering any questions you may have.
February 3, 2022
11:00a - 12:00p
Webinar
State of the Markets 2022 (Webinar 2/3 at 11am)
Now is a great time to review how far the markets have come and talk about what might lay ahead. This presentation event examines the important financial factors at play, including economic developments, world events, and other market influences. It also looks at what might be around the corner for 2022 in addition to answering any questions you may have.
February 2, 2022
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 2/2 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
February 1, 2022
7:00p - 9:00p
Donovan's Meatery
Strategies for Retirement in a Post-Pandemic World (Donovan's Meatery 2/1 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
January 27, 2022
7:00p - 9:00p
Donovan's Meatery
Strategies for Retirement in a Post-Pandemic World (Donovan's Meatery 1/27 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
December 15, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 12/15 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
December 9, 2021
11:00a - 12:00p
Webinar
Brainworks Webinar (12/9 at 11AM)
Boost your brainpower! Our brain is radically adaptable if we train it appropriately, like we do our bodies. This workshop provides the critical components of brain health and training, as well as a personalized program that can be applied to your everyday life.
December 7, 2021
7:00p - 9:00p
Bascom's Chop House
Strategies for Retirement in a Post-Pandemic World (Bascom's Chop House 12/7 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
December 2, 2021
7:00p - 8:00p
Webinar
Brainworks Webinar (12/2 at 7PM)
Boost your brainpower! Our brain is radically adaptable if we train it appropriately, like we do our bodies. This workshop provides the critical components of brain health and training, as well as a personalized program that can be applied to your everyday life.
December 1, 2021
7:00p - 9:00p
Bascom's Chop House
Strategies for Retirement in a Post-Pandemic World (Bascom's Chop House 12/1 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
October 27, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 10/27 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
October 21, 2021
7:00p - 9:00p
Maggiano's- Hackensack
Strategies for Retirement in a Post-Pandemic World (Maggiano's 10/21 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
September 29, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 9/29 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
September 28, 2021
7:00p - 9:00p
Maggiano's- Bridgewater
Strategies for Retirement in a Post-Pandemic World (Maggiano's 9/28 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
September 23, 2021
7:00p - 9:00p
Maggiano's- Bridgewater
Strategies for Retirement in a Post-Pandemic World (Maggiano's 9/23 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
August 25, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 8/25 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
August 12, 2021
7:00p - 8:00p
Webinar
Halftime Report 2021 (8/12 at 7PM)
Midway through the year is a great time to see how far we've come and talk about what might lay ahead. This presentation event will examine the important financial news of the last six months, including economic developments, world events, and other market influences. We'll also look at what might be around the corner for the rest of the year and answer any questions you may have.
August 10, 2021
11:00a - 12:00p
Webinar
Halftime Report 2021 (8/10 at 11AM)
Midway through the year is a great time to see how far we've come and talk about what might lay ahead. This presentation event will examine the important financial news of the last six months, including economic developments, world events, and other market influences. We'll also look at what might be around the corner for the rest of the year and answer any questions you may have.
July 28, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 7/28 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
July 27, 2021
7:00p - 9:00p
Bascom's Chop House
Strategies for Retirement in a Post-Pandemic World (Bascom's Chop House 7/27 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
July 20, 2021
7:00p - 9:00p
Bascom's Chop House
Strategies for Retirement in a Post-Pandemic World (Bascom's Chop House 7/20 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
June 23, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 6/23 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
June 22, 2021
7:00p - 9:00p
Bascom's Chop House
Strategies for Retirement in a Post-Pandemic World (Bascom's Chop House 6/22 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
June 15, 2021
7:00p - 9:00p
Bascom's Chop House
Strategies for Retirement in a Post-Pandemic World (Bascom's Chop House 6/15 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
May 26, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 5/26 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
May 20, 2021
7:00p - 9:00p
Donovan's Meatery
Strategies for Retirement in a Post-Pandemic World (Donovan's Meatery 5/20 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
May 18, 2021
7:00p - 9:00p
Donovan's Meatery
Strategies for Retirement in a Post-Pandemic World (Donovan's Meatery 5/18 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
May 5, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 5/5 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
April 29, 2021
7:00p - 9:00p
Donovan's Meatery
Strategies for Retirement in a Post-Pandemic World (Donovan's Meatery 4/29 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
April 27, 2021
7:00p - 9:00p
Donovan's Meatery
Strategies for Retirement in a Post-Pandemic World (Donovan's Meatery 4/27 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
March 31, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 3/31 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
March 27, 2021
11:00a - 1:00p
Fleming's Prime Steakhouse
Strategies for Retirement in a Post-Pandemic World (Fleming's Steakhouse 3/27 at 11AM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
March 23, 2021
7:00p - 9:00p
Fleming's Prime Steakhouse
Strategies for Retirement in a Post-Pandemic World (Fleming's Steakhouse 3/23 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
March 3, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 3/3 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
March 2, 2021
7:00p - 9:00p
TOPGOLF Tampa
Strategies for Retirement in a Post-Pandemic World (TOPGOLF 3/2 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
February 25, 2021
7:00p - 9:00p
TOPGOLF Tampa
Strategies for Retirement in a Post-Pandemic World (TOPGOLF 2/25 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
February 23, 2021
11:00a - 12:00p
Webinar
State of the Markets 2021 (Tuesday, 2/23 at 11AM)
Please join us for a comprehensive review of market activity in 2020 and a look at what may happen in 2021
February 18, 2021
7:00p - 8:00p
Webinar
State of the Markets 2021 (Thursday, 2/18 at 7PM)
Please join us for a comprehensive review of market activity in 2020 and a look at what may happen in 2021.
January 27, 2021
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 1/27 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
January 26, 2021
7:00p - 9:00p
Fleming's Prime Steakhouse
Strategies for Retirement in a Post-Pandemic World (Fleming's Steakhouse 1/26 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
January 21, 2021
7:00p - 9:00p
Fleming's Prime Steakhouse
Strategies for Retirement in a Post-Pandemic World (Fleming's Steakhouse 1/21 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
November 18, 2020
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (Webinar 11/18 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
November 17, 2020
7:00p - 9:00p
TOPGOLF Tampa
Strategies for Retirement in a Post-Pandemic World (TOPGOLF 11/17 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
November 12, 2020
7:00p - 9:00p
TOPGOLF Tampa
Strategies for Retirement in a Post-Pandemic World (TOPGOLF 11/12 at 7PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
October 14, 2020
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (10/14 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
October 13, 2020
7:00p - 8:00p
Maggiano's Little Italy
Strategies for Retirement in a Post-Pandemic World Seminar (10/13 at 7:00PM)
This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
October 3, 2020
10:30a - 11:30p
Webinar
Strategies for Retirement in a Post-Pandemic World (10/3 at 10:30AM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
September 23, 2020
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (9/23 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
September 16, 2020
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (9/16 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
September 9, 2020
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (9/9 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
September 2, 2020
7:00p - 8:00p
Webinar
Strategies for Retirement in a Post-Pandemic World (9/2 at 7PM)
This 1-hour, action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.
August 25, 2020
7:00p - 8:00p
Zoom Meeting
Halftime Report 2020 (8/25 at 7PM)
We are halfway through 2020, and the year has provided plenty to discuss. Join us as we review this year's events so far and prepare for what lies ahead. This report explores and analyzes the various financial perspectives and events that have shaped the current economic picture.
August 25, 2020
11:00a - 12:00p
Zoom Meeting
Halftime Report 2020 (8/25 at 11AM)
We are halfway through 2020, and the year has provided plenty to discuss. Join us as we review this year's events so far and prepare for what lies ahead. This report explores and analyzes the various financial perspectives and events that have shaped the current economic picture.
April 2, 2020
5:30p - 7:30p
Saddle Brook Marriott
How You Can Grow & Preserve Your Wealth By Reducing Taxes & Investment Risk
What You Don't Know Could Be Costing You Unnecessary Taxes and Loss Of Retirement Income.
March 31, 2020
12:30p - 2:30p
Saddle Brook Marriott
How You Can Grow & Preserve Your Wealth By Reducing Taxes & Investment Risk
What You Don't Know Could Be Costing You Unnecessary Taxes and Loss Of Retirement Income.
February 29, 2020
10:00a - 11:00a
Hilton Garden Inn- Dublin Boardroom
State of the Markets- Hamilton Office 2.29.2020
Please join us for a comprehensive review of market activity in 2019, and a look ahead at 2020. As always, your friends and family are welcome to attend. Reserve your seats today!
February 27, 2020
7:00p - 8:00p
Springfield Office
State of the Markets- Springfield Office 2.27.2020
Please join us for a comprehensive review of market activity in 2019, and a look ahead at 2020. As always, your friends and family are welcome to attend. Reserve your seats today!
February 25, 2020
11:00a - 12:00p
Springfield Office
State of the Markets- Springfield Office 2.25.2020
Please join us for a comprehensive review of market activity in 2019, and a look ahead at 2020. As always, your friends and family are welcome to attend. Reserve your seats today!
February 6, 2020
5:30p - 7:30p
Bridgewater Marriott
How You Can Grow & Preserve Your Wealth By Reducing Taxes & Investment Risk
What You Don't Know Could Be Costing You Unnecessary Taxes and Loss Of Retirement Income.
February 4, 2020
12:30p - 2:30p
Bridgewater Marriott
How You Can Grow & Preserve Your Wealth By Reducing Taxes & Investment Risk
What You Don't Know Could Be Costing You Unnecessary Taxes and Loss Of Retirement Income.
December 5, 2019
5:30p - 7:30p
Hilton Short Hills
How You Can Reduce Income and Estate Taxes on Your IRA, 401(k) And Pension
What You Don't Know Could Be Costing You Unnecessary Taxes and Loss Of Retirement Income.
December 3, 2019
12:30p - 2:30p
Hilton Short Hills
How You Can Reduce Income and Estate Taxes on Your IRA, 401(k) And Pension
What You Don't Know Could Be Costing You Unnecessary Taxes and Loss Of Retirement Income.
November 20, 2019
7:00p - 8:30p
Springfield Office
Social Security Workshop
Nearly every retiree struggles with decisions regarding social security. When is the best time to take Social Security? What are some tips for maximizing benefits? Please join us for this informative workshop. We look forward to seeing you!
November 19, 2019
7:00p - 8:30p
Springfield Office
Social Security Workshop
Nearly every retiree struggles with decisions regarding social security. When is the best time to take Social Security? What are some tips for maximizing benefits? Please join us for this informative workshop. We look forward to seeing you!
November 7, 2019
7:00p - 9:00p
Salt Creek Grille - Princeton
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
November 5, 2019
7:00p - 9:00p
Salt Creek Grille - Princeton
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
October 22, 2019
7:00p - 9:00p
Maggiano's - Hackensack
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
October 17, 2019
7:00p - 9:00p
Maggiano's - Hackensack
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
September 17, 2019
7:00p - 9:00p
Maggiano's - Bridgewater
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
September 12, 2019
7:00p - 9:00p
Maggiano's - Bridgewater
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
June 27, 2019
7:00p - 9:00p
Nero's Grille- Livingston
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for this event, please call our office at 973-218-9600. We look forward to seeing you!
June 25, 2019
7:00p - 9:00p
Nero's Grille- Livingston
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for this event, please call our office at 973-218-9600. We look forward to seeing you!
May 14, 2019
7:00p - 9:00p
Salt Creek Grille - Princeton
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for this event, please call our office at 973-218-9600. We look forward to seeing you!
May 9, 2019
7:00p - 9:00p
Salt Creek Grille - Princeton
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for this event, please call our office at 973-218-9600. We look forward to seeing you!
May 3, 2019
11:00a - 2:00p
Springfield Office
Shred Day
When tax season is behind us, you might have old documents you would like shredded. As a courtesy to our clients, we are holding a Shred Day at our Springfield office on Friday, May 3rd. Your friends and family members are also invited to take advantage of this free service. Simply bring anything you would like to have shredded to our office at 633 Morris Avenue between 11:00AM and 2:00PM. As always, we are committed to protecting your privacy and providing you with helpful and convenient service.
April 11, 2019
7:00p - 9:00p
Maggiano's - Hackensack
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
April 9, 2019
7:00p - 9:00p
Maggiano's - Hackensack
Seminar
If you would like to find out how you may cut your taxes, lower your market risk, increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
March 30, 2019
10:00a - 11:30a
Springfield Office
Discussion on Alternative Investments
Learn how to use non-traded REITs as a strategy in your portfolio. One of the most beneficial ways to participate in the attributes of commercial real estate is through a REIT. Adding commercial real estate to a portfolio has historically reduced overall volatility while closely maintaining average annual returns. Paul Gilhool, Senior Vice President at CIM Group will be presenting on how to build diversified portfolios. CIM is a community-focused real estate and infrastructure owner, operator and lender offering opportunities across the risk-return spectrum.
March 27, 2019
7:00p - 8:30p
Springfield Office
Discussion on Alternative Investments
Learn how to use non-traded REITs as a strategy in your portfolio. One of the most beneficial ways to participate in the attributes of commercial real estate is through a REIT. Adding commercial real estate to a portfolio has historically reduced overall volatility while closely maintaining average annual returns. Paul Gilhool, Senior Vice President at CIM Group will be presenting on how to build diversified portfolios. CIM is a community-focused real estate and infrastructure owner, operator and lender offering opportunities across the risk-return spectrum.
March 26, 2019
7:00p - 9:00p
Villa Gennaro - Edison
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
March 21, 2019
7:00p - 9:00p
Villa Gennaro - Edison
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
March 2, 2019
10:00a - 12:00p
Hamilton Office
Brainworks Workshop
Boost your brainpower! Our brain is radically adaptable if we train it appropriately, like we do our bodies.This workshop provides the critical components of brain health and training, as well as a personalized program that can be applied to your everyday life.
February 12, 2019
7:00p - 9:00p
Maggiano's - Bridgewater
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!
February 7, 2019
7:00p - 9:00p
Maggiano's - Bridgewater
Seminar
If you would like to find out how you may cut your taxes, lower your market risk increase your income and more, then please join us! To register for any of these events, please call our office at 973-218-9600. We look forward to seeing you!