Educational Seminars

Upcoming Events:


Through partnering with the ideal-LIVING Expo, we are holding a seminar on the topic of Income Strategies and Tax Deferral Techniques for Pre and Post-retirement Individuals at the Hanover Marriot.

  • Location: Hanover Marriott 1401 NJ-10, Whippany, NJ 07981
  • Date: September 9 & 10
  • Time: 12:00 - 2:00 PM

Please continue to check back for future events!


Educational Forums:

All educational forums we provide will be done on a private basis. We do so, to ensure the need of our potential clients will always be met in a more private setting. If you would like us to provide one of our complimentary educational forums for you and a group of people, whether its friends, family or co-workers, please feel free to contact us so we can discuss it in further detail. For all educational forums, we are happy to provide both food and beverages.

Forum topic examples may include:

  • How to maintain income in retirement, while taking inflation into consideration
  • Guaranteed income providing assets (i.e. SS, Pensions, Annuities with Income Riders, etc.)
  • Tax-Free alternative investments for retirement.
  • Alternative investments strategies: What else is out there besides Stocks, Bonds, and Mutual Funds)
  • Bond Alternatives in a Rising Rate Environment.
  • Protecting your Estate from Unnecessary Estate Taxes.
  • Old Employer-Sponsored Plans (401k, 403b, 457, etc.): What are my option's and how can I best take control of my money?