Events
Upcoming Events
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.
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 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 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 29, 2020
10:00a - 11:00a
Hamilton Office
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!
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.
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.
May 1, 2020
11:00a - 2:00p
Springfield Office
Shred Day
There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join me for Shred Day. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!
May 28, 2020
7:00p - 8:30p
TBD - Near Springfield Office
Identity Theft Client Event- 5.28.2020
As you know, identity theft is a big problem nowadays. Identity crime can take many forms and thieves can be very ingenious when attempting to steal your information. Please join us to learn how you can protect yourself.
May 30, 2020
10:00a - 11:30a
TBD - Near Hamilton Office
Identity Theft Client Event- 5.30.2020
As you know, identity theft is a big problem nowadays. Identity crime can take many forms and thieves can be very ingenious when attempting to steal your information. Please join us to learn how you can protect yourself.
Past Events
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!