Seminars

During our lifetime, we are subject to making difficult decisions. One of the most imporatant decision is how will your financial goals and objectives be achieved. With corporate downsizing, early retirement packages, career changes and perhaps the loss of a loved one, the demands involved in reaching your financial goals and objectives may leave you in a position to make a hasty decision.

The first step to understanding your financial stability is to become educated in what your possibilities are. Throughout the year, we conduct pre and post retirement seminars, which will cover the issues that pertain to your financial needs. These seminars are held at local colleges and universities in New Jersey during the spring and fall semesters.

Pre-Retirement Seminar: Specifically for adults ages 45-65

This is a 2 session course that will introduce the concepts and practices that will make your retirement years comfortable and free from worry. It will teach you what you need to know about: investments, long-term health care, Social Security and Medicare, estate planning, lifestyle issues, pension options and the Modern Portfolio Theory.

Post Retirement Seminar: Specifically for adults ages 60-75 or those that have already retired

This is a 2 session seminar that addresses the specific needs and concerns of retired individuals and couples who are living on personal investments, pension payments and Social Security. Attendees will learn ways to allocate their investments to maximize income potential, provide a hedge against inflation, address the potential costs of long-term care, tax deferral and tax reduction strategies and explore ways to reduce estate transfer cost. Each session will examine the financial issues crucial to maintaining financial independence.

Corporate Educational Programs

If you would like to receieve a brochure and registration form for a seminar,
please contact us: Seminar Information or (973) 740-2400 ext. 4082