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Whether you’re seeking additional knowledge or looking to connect with other people, check out our upcoming events.
See if our expertise matches with your needs.
Scroll down to see what’s on tap.
Upcoming Webinars
Quarterly Economic and Financial Markets Update
(45 minutes)
Attend our live webinar and learn how current economic and political developments impact financial markets and what we expect in the weeks ahead. You’ll also have the opportunity to ask questions to our team of CFP® professionals.
This webinar will be offered on the following dates and times at 12PM ET:
Upcoming In-Person Classes
We’re offering educational classes on various financial topics at local schools in Emerson, NJ, Ridgewood, NJ, and Arlington, NY.
Retirement Planning Boot Camp (3 classes)
Did you know that most people spend more time planning a week-long vacation than they do their retirement? This boot camp series aims to change that and better position you for your golden years. Upon completion of our 3-class series, you’ll have a good understanding of some of the most common challenges pre-retirees (and even many retirees) encounter.
Our series will cover five key areas; investing (including how to provide an income stream that outlives you), IRA strategies (rollover options and common RMD mistakes), tax planning (knowing the actions you should be taking throughout each stage of retirement), healthcare (managing expenses, transitioning to Medicare, and long-term care), and estate planning (how to prepare for a smooth transition of your assets).
We encourage everyone to attend all three sessions to get the most out of boot camp. However, you can participate in individual classes if your schedule doesn’t permit.
Schedule:
Module 3
Tuesday, June 10, 2025 (6:15-8pm): Arlington Community School (NY). Click here to register (click on the personal enrichment link)
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See if our expertise matches with your needs.