Upcoming Events & Educational Opportunities

We host many exclusive events for our clients every year to provide them with timely market insights and financial awareness. These events feature presentations by industry experts and offer chances to deepen your understanding of key wealth planning strategies. See below for past events and upcoming events and don't forget to contact us for more information on these engagements.

Golf outing June 2025

Retain Your Brain

Sep 30, 2025 04:00 PM Eastern Daylight Time - Sep 30, 2025 05:00 PM Eastern Daylight Time
Webex , ,

It’s understandable that we’re desperate for a quick fix to one of the greatest collective health fears—losing our minds (cognitive function). So, can we prevent, or at least slow, the aging of our brains? More research available today reveals a powerful message—that we, not our genes, can have control over our brain health.

RSVP

Discussing the markets with Alan Robinson

Jul 17, 2025 04:00 PM Eastern Daylight Time - Jul 17, 2025 05:00 PM Eastern Daylight Time
Webinar On, Zoom

Looking back on the first half of 2025 and what to expect for the rest of the year

Short Swing Golf Lessons

Jun 18, 2025 04:15 PM Eastern Daylight Time - Jun 18, 2025 08:00 PM Eastern Daylight Time
Paramus Rd Paramus, New Jersey , 07652

Client-dedicated event to improve putting and chipping skills at the Arcola Country Club in Paramus, NJ.

Complimentary food and drinks served afterwards

Discussing the markets event

Discussing the markets with Janet Engels

Jan 16, 2025 04:00 PM Eastern Standard Time - Jan 16, 2025 05:00 PM Eastern Standard Time
Webex ., . , .

Join us to reflect on 2024 and look ahead to 2025

Retain your brain: How to age-proof your most valuable asset

Sep 25, 2024 04:00 PM Eastern Daylight Time - Sep 25, 2024 05:00 PM Eastern Daylight Time
Webex Webinar, ,

It’s understandable that we’re desperate for a quick fix to one of the greatest collective health fears— losing our minds (cognitive function). So, can we prevent, or at least slow, the aging of our brains? More research available today reveals a powerful message—that we, not our genes, can have control over our brain health.

Join us to learn more about the following:

  • Why your brain may not be the same age as you
  • How brain health can affect your lifestyle and finances
  • Practical tips to age-proof your brain

Register link