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Events

Upcoming Events

April 23, 2024

7:00p - 8:00p

Webinar

Estate Planning for the 99% (Webinar 4/23 at 7PM)

Estate Planning can be an uncomfortable topic to discuss, but we want to empower our clients because we believe it’s an opportunity to leave a legacy. An estate plan can guide your loved ones in handling your financial affairs and medical care. Dave Graham, Director of Advanced Planning at Financial Independence Group, will be joining us to share about the basic principles of estate planning, wills and trusts, strategies to avoid probate, and several case studies that may be pertinent to your family situation.

May 2, 2024

7:00p - 9:00p

Maggiano's

Strategies to Grow, Protect and Leverage Your Wealth - Maggiano's Tampa 5/2 at 7PM

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

May 7, 2024

7:00p - 9:00p

Maggiano's

Strategies to Grow, Protect and Leverage Your Wealth - Maggiano's Tampa 5/7 at 7PM

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

May 9, 2024

7:00p - 8:00p

Webinar

Strategies to Grow, Protect and Leverage Your Wealth (Webinar 5/9 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.

July 23, 2024

7:00p - 8:00p

Webinar

Halftime Report 2024 (7/23 at 7PM)

Midway through the year is a great time to see how far we've come and talk about what might lay ahead.

Past Events

April 9, 2024

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

April 4, 2024

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

March 19, 2024

7:00p - 9:00p

Maggiano's

Strategies to Grow, Protect and Leverage Your Wealth - Maggiano's Tampa 3/19 at 7PM

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

March 14, 2024

7:00p - 9:00p

Maggiano's - Tampa

Strategies to Grow, Protect and Leverage Your Wealth - Maggiano's Tampa 3/14 at 7PM

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

February 29, 2024

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

February 27, 2024

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

February 13, 2024

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

February 8, 2024

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

February 1, 2024

7:00p - 8:00p

Webinar

State of the Markets 2024

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 2024 in addition to answering any questions you may have.

January 30, 2024

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

7 Biblical Principles of Wealth - Florida

Stephen will be sharing from his life experiences on the 7 biblical principles of wealth.

January 25, 2024

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

7 Biblical Principles of Wealth - Florida

Stephen will be sharing from his life experiences on the 7 biblical principles of wealth.

December 12, 2023

7:00p - 8:00p

Webinar

Jackson Market Link Pro (Webinar 12/12 at 7PM)

Don't have a crystal ball? Neither do we. But looking at past market trends might lend some insight into what could happen in the future; just keep in mind that past performance is no indication of future results. Jackson Market Link Pro is a Registered Index-Linked Annuity (RILAs) which are insurance contracts that allow you to choose how you want to prioritize growth opportunities while managing the amount of loss you assume. Todd Melton, Regional Vice President will be doing a deeper dive into this annuity. This webinar will be a great refresher for those who already have this annuity as part of your portfolio.

December 7, 2023

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

Top 10 IRA Mistakes- How to Avoid IRA Tax Traps (Florida 12/7 at 7PM)

What you don't know could be costing you unnecessary taxes and loss of retirement income.

December 5, 2023

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

Top 10 IRA Mistakes- How to Avoid IRA Tax Traps (Florida 12/5 at 11AM)

What you don't know could be costing you unnecessary taxes and loss of retirement income.

November 7, 2023

7:00p - 9:00p

Maggiano's - Hackensack

Strategies to Grow, Protect and Leverage Your Wealth - Maggiano's 11/7 at 7:00pm

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

November 2, 2023

7:00p - 9:00p

Maggiano's - Hackensack

Strategies to Grow, Protect and Leverage Your Wealth - Maggiano's 11/2 at 7:00pm

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

October 4, 2023

7:00p - 8:00p

Webinar

Raising Financially Aware Kids (Webinar 10/4 at 7PM)

From toddlers to teens, "Raising Financially Aware Kids" helps adults teach their children and grandchildren the value of a dollar. The presentation and additional resources highlight steps to develop lifelong values about money, work, education and more. Megan Ekleberry, Vice President and Wealth Management Specialist from American Century will be sharing her insights.

September 28, 2023

7:00p - 9:00p

Hilton - Short Hills

Top 10 IRA Mistakes- How to Avoid IRA Tax Traps (Short Hills Hilton 9/28 at 7PM)

What you don't know could be costing you unnecessary taxes and loss of retirement income.

September 27, 2023

7:00p - 8:00p

Webinar

Strategies to Grow, Protect and Leverage Your Wealth (Webinar 9/27 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.

September 26, 2023

7:00p - 9:00p

Hilton - Short Hills

Strategies to Grow, Protect and Leverage Your Wealth (Short Hills Hilton 9/26 at 7PM)

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

September 21, 2023

7:00p - 9:00p

Hilton - Short Hills

Strategies to Grow, Protect and Leverage Your Wealth (Short Hills Hilton 9/21 at 7PM)

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

August 22, 2023

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

August 17, 2023

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

July 25, 2023

7:00p - 8:00p

Webinar

Halftime Report 2023 (7/25 at 7PM)

Midway through the year is a great time to see how far we've come and talk about what might lay ahead.

July 19, 2023

7:00p - 8:00p

Webinar

Strategies to Grow, Protect and Leverage Your Wealth (Webinar 7/19 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.

July 18, 2023

7:00p - 9:00p

Maggiano's - Bridgewater

Strategies to Grow, Protect and Leverage Your Wealth - Maggiano's 7/18 at 7:00pm

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

July 13, 2023

7:00p - 9:00p

Maggiano's - Bridgewater

Strategies to Grow, Protect and Leverage Your Wealth - Maggiano's 7/13 at 7:00pm

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

May 17, 2023

7:00p - 8:00p

Webinar

Strategies to Grow, Protect and Leverage Your Wealth (Webinar 5/17 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.

May 16, 2023

7:00p - 8:00p

Webinar

7 Biblical Principles of Wealth (Webinar 5/16 at 7PM)

Stephen will be sharing from his life experiences on the 7 biblical principles of wealth.

May 16, 2023

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

7 Biblical Principles of Wealth - Florida

Stephen will be sharing from his life experiences on the 7 biblical principles of wealth.

May 11, 2023

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

7 Biblical Principles of Wealth - Florida

Stephen will be sharing from his life experiences on the 7 biblical principles of wealth.

May 9, 2023

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

May 4, 2023

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

April 26, 2023

7:00p - 8:00p

Webinar

Strategies to Grow, Protect and Leverage Your Wealth (Webinar 4/26 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.

April 25, 2023

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

April 20, 2023

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

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.

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!

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 21, 2023

7:00p - 9:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

This action-packed retirement prep course will update you on strategies for retiring in a post-pandemic world.

March 16, 2023

11:00a - 1:00p

The Gathering Place - Stephen Ng Financial Group, FL

Strategies to Grow, Protect and Leverage Your Wealth - Florida

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.

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.

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