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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.
IRA Planning and Strategies
IRA planning is a complex process, and the decisions you make today can tremendously impact your overall retirement plan. Attend, and you will learn about the following:
• Strategies for IRA planning
• Rollover options for your retirement plan funds
• Common required minimum distribution mistakes
• The difference between indirect and direct rollovers
• How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security, and financial plans
• Various options for spousal IRA beneficiaries
Schedule:
Tuesday, April 29, 2025 (6:15-8pm): Arlington Community School (NY). Click here to register (click on the personal enrichment link)
Tax Planning Through the Four Stages of Retirement
In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. Attend and you’ll learn the following:
• Address how taxes impact Social Security and Medicare
• The surprises that often make retirement more expensive
• What the Social Security “tax trap” is and how you can avoid it
• Why tapping assets in the wrong order can trigger higher Medicare premiums
• Why you need to manage taxes even before you retire
• Mistakes to avoid when it comes to your investment portfolio, health care, and estate
Schedule:
Tuesday, May 6, 2025 (6:15-8pm): Arlington Community School (NY). Click here to register (click on the personal enrichment link)
Investing in Today’s Markets
Have you ever wondered if your portfolio was properly invested?
With all the uncertainty today and the volatility of the markets, most people are concerned about investing risk. Unlike generations prior, we are solely responsible for providing ourselves with an income stream that will be needed for decades— a daunting task! Attend and you’ll learn the following:
• Basics of investing
• Different types of investments available today
• How proper asset allocation can help reduce risk in your portfolio
• Types of strategies to reduce market timing
• Tax strategies to help increase investment returns
• Types of retirement accounts
• Rebalancing and Risk
Schedule:
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 1
Thursday, April 3, 2025 (7-8:30pm): Ridgewood Community School (NJ). Click here to register.
Tuesday, May 20, 2025 (6:15-8pm): Arlington Community School (NY). Click here to register (click on the personal enrichment link)
Module 2
Wednesday, April 9, 2025 (7-8:30pm): Emerson Community School (NJ). Click here to register.
Thursday, April 10, 2025 (7-8:30pm): Ridgewood Community School(NJ). Click here to register.
Tuesday, May 27, 2025 (6:15-8pm): Arlington Community School (NY). Click here to register (click on the personal enrichment link)
Module 3
Wednesday, April 23, 2025 (7-8:30pm): Emerson Community School (NJ). Click here to register.
Thursday, April 24, 2025 (7-8:30pm): Ridgewood Community School (NJ). Click here to register.
Tuesday, June 3, 2025 (6:15-8pm): Arlington Community School (NY). Click here to register (click on the personal enrichment link)
Start simplifying
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See if our expertise matches with your needs.