OUR WORKSHOPS

Learn about investing, financial planning, retirement, and much more by attending one of our complimentary workshops. Our workshops cover a wide range of topics that can help you take control of your financial future. Our events cover a wide range of topics that can help you take control of your financial future. If you have any questions or wish to register for a workshop, you may call (908) 753-4156.

Free Financial Education Workshops

Take control of your financial future. Learn about:

• New Tax Regulations for 2019
• Trust and Wills
• Investment Strategies
• IRA Rollovers/Multi-generational Planning for Individuals who have Retired
• Investing During Uncertain Times

Learn about the new 2019 Tax Regulations and how they may affect your family at death.

• TAXES: Explore strategies designed to help Lower Taxes on Social Security, Interest Income on Investment Accounts and Federal and New Jersey Estate and Transfer Taxes.
• LEARN about Trusts, Probate and Legal Issues affecting your Estate Plan for 2019.
• LEARN strategies designed to help potentially INCREASE and PROTECT your retirement assets in uncertain times.
• PLAN for Retirement Income.
• LEARN ways to AVOID the double/triple taxation of IRA and Retirement Accounts.