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 June–August 2025

  • July 12, 2025 (1 event)


    July 12, 2025

    Location:
    Rutgers Business School - North Tower - Room #2071
    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.

    REGISTER HERE

  • July 19, 2025 (1 event)


    July 19, 2025

    Location:
    Rutgers Business School - North Tower - Room #2071
    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.

    REGISTER HERE

  • July 23, 2025 (1 event)

    N/A
    July 23, 2025

    Location:

    Ruth’s Chris Steakhouse
    1200 Morris Tpke
    Short Hills, NJ 07078

    More Details & Registration Coming Soon!

  • July 24, 2025 (1 event)

    N/A
    July 24, 2025

    Location:

    Ruth’s Chris Steakhouse
    1200 Morris Tpke
    Short Hills, NJ 07078

    More Details & Registration Coming Soon!

Webinars

Events in June–July 2025

  • 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)!

     

  • July 3, 2025 (1 event)


    July 3, 2025

    Live each Thursday, Chris talks about a financial topic.

    Presenter: Chris Lester

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

     

  • July 10, 2025 (1 event)


    July 10, 2025

    Live 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)


    July 17, 2025

    Live 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)


    July 24, 2025

    Live 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)


    July 31, 2025

    Live 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!

Fill out your information below to RSVP!

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