Vision Retirement is an RIA fiduciary CFP financial advisor in Ridgewood NJ (Bergen County) and Poughkeepsie

Tap into new resources.

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.

events Vision Retirement financial planning investment management advice subscription fiduciary CFP Ridgewood NJ Poughkeepsie NY

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

IRA Planning and Strategies

  • Wednesday, March 12, 2025 (7-8:30pm): Emerson Community School (NJ). Click here to register.

  • Thursday, March 13, 2025 (7-8:30pm): Ridgewood Community School (NJ). Click here to register.

  • 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

  • Wednesday, March 19, 2025 (7-8:30pm): Emerson Community School (NJ). Click here to register.

  • Thursday, March 20, 2025 (7-8:30pm): Ridgewood Community School (NJ). Click here to register.

  • 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

  • Wednesday, March 26, 2025 (7-8:30pm): Emerson Community School (NJ). Click here to register.

  • Thursday, March 27, 2025 (7-8:30pm): Ridgewood Community School (NJ). Click here to register.

  • Tuesday, May 13, 2025 (6:15-8pm): Arlington Community School (NY). Click here to register (click on the personal enrichment link)

Retirement Planning Boot Camp
Module 1

  • Wednesday, April 2, 2025 (7-8:30pm): Emerson Community School (NJ). Click here to register.

  • 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)

Retirement Planning Boot Camp
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)

Retirement Planning Boot Camp
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)

Vision Retirement financial planning independent RIA CFP fiduciary investment advice investment management New Jersey New York Bergen county financial advisor Ridgewood NJ

Start simplifying
your journey and speak to a financial advisor today.

See if our expertise matches with your needs.