Events
Upcoming Events
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.
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 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.
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.
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.
Past Events
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!