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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

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!

Event Registration


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