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 July–September 2025
July 12, 2025 (1 event)
July 12, 2025Location:
Rutgers Business School - North Tower - Room #2071
100 Rockafeller Road
Piscataway, NJ 08854This 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.
REGISTER HERE
July 19, 2025 (1 event)
July 19, 2025Location:
Rutgers Business School - North Tower - Room #2071
100 Rockafeller Road
Piscataway, NJ 08854This 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.
REGISTER HERE
July 23, 2025 (1 event)
N/A
July 23, 2025Location:
Ruth’s Chris Steakhouse
1200 Morris Tpke
Short Hills, NJ 07078More Details & Registration Coming Soon!
July 24, 2025 (1 event)
N/A
July 24, 2025Location:
Ruth’s Chris Steakhouse
1200 Morris Tpke
Short Hills, NJ 07078More Details & Registration Coming Soon!
Webinars
Events in July–August 2025
July 10, 2025 (1 event)
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July 10, 2025Live each Thursday, Chris talks about a financial topic.
KaiZen for Executives
Presenter: Chris Lester
EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)!
FILL OUT THE FORM TO REGISTER!
July 17, 2025 (1 event)
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July 17, 2025Live each Thursday, Chris talks about a financial topic.
Presenter: Chris Lester
EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)!
July 24, 2025 (1 event)
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July 24, 2025Live each Thursday, Chris talks about a financial topic.
July Market GPS
Presenter: Chris Lester
EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)!
FILL OUT THE FORM TO REGISTER!
July 31, 2025 (1 event)
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July 31, 2025Live each Thursday, Chris talks about a financial topic.
Topic TBD
Presenter: Chris Lester
EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)!
FILL OUT THE FORM TO REGISTER!
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!