Please Check Below for Our Upcoming Events & On-Demand Webinar Events.

Our educational events are designed to educate pre-retirees and retirees on the many components that may affect their financial goals. As such, we reserve these workshops for first-time attendees that would find value in the information being discussed. If you or someone you know would be interested in attending an event near you, please register using the buttons below and someone from our office will call to confirm your seat(s).

*Registrations are subject to qualification. First time attendee with a minimum of 250K of investable assets.

  • Live Events
  • Webinars Events

Live Events

June 15th at 6:30 pm

  • Ciro’s
  • 301 Buckelew Ave
  • Monroe Township, NJ 08831

RSVP for this event with Rena at 732-385-8544 or fill out the form to the right.

*Event designed for new prospects only. Minimum of S150,000 in income producing assets ages 50-70 years old.

June 16th at 6:30 pm

  • Ciro’s
  • 301 Buckelew Ave
  • Monroe Township, NJ 08831

RSVP for this event with Rena at 732-385-8544 or fill out the form to the right.

*Event designed for new prospects only. Minimum of S150,000 in income producing assets ages 50-70 years old.

Webinars

Fill out below to RSVP!

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