Check out these Upcoming Events

Join Us For An Upcoming Event

Our webinars and workshops are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.

Live Events

Events in May–July 2025

  • July 12, 2025 (1 event)


    July 12, 2025

    Location:
    Rutgers Business School - South Building
    100 Rockafeller Road
    Piscataway, NJ 08854

    This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits.

    Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

    Registration Link Coming Soon

  • July 19, 2025 (1 event)


    July 19, 2025

    Location:
    Rutgers Business School - South Building
    100 Rockafeller Road
    Piscataway, NJ 08854

    This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits.

    Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

    Registration Link Coming Soon

  • July 23, 2025 (1 event)

    N/A
    July 23, 2025

    Details & Registration Coming Soon!

  • July 24, 2025 (1 event)

    N/A
    July 24, 2025

    Details & Registration Coming Soon!

Webinars

Events in May–June 2025

  • May 29, 2025 (1 event)


    May 29, 2025

    Live each Thursday, Chris talks about a financial topic.

    Presenter: Chris Lester

    EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)!

     

  • June 5, 2025 (1 event)


    June 5, 2025

    Live each Thursday, Chris talks about a financial topic.

    Presenter: Chris Lester

    EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)!

     

  • June 12, 2025 (1 event)


    June 12, 2025

    Live each Thursday, Chris talks about a financial topic.

    Going Broke Safely

    Presenter: Chris Lester

    EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)!

    FILL OUT THE FORM TO REGISTER!

  • June 19, 2025 (1 event)


    June 19, 2025

    Live each Thursday, Chris talks about a financial topic.

    Presenter: Chris Lester

    EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)!

     

  • June 26, 2025 (1 event)


    June 26, 2025

    Live each Thursday, Chris talks about a financial topic.

    Presenter: Chris Lester

    EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)!

     

On-Demand Webinars

During this informative webinar, we will discuss:

  • How to optimize your income by strategizing your retirement accounts and Social Security together
  • The key differences between pensions and 401(k)s and what they mean for your retirement savings
  • Why personal savings accounts, such as IRAs, are just as important as employer-sponsored accounts
  • And more!

Fill out your information below to RSVP!

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