Upcoming Events
October
Long Term Care Planning
With co-host Rekha Rao, of Rao Legal Group, LLC. More details on this event will be coming shortly, so stay tuned.
Past Events
May 19th
ESG 101
Spring is finally here, and it’s the perfect time to express the growing opportunities in ESG Investing! Learn about ESG basics, common factors, and more!
April 20th
Bucket List Trips
Find inspiration and explore some bucket list trip ideas with Belkys of Distinct Vacations and the “how” that goes into planning the “where” with Marlene Badai.
March 10th
The Wiser Wine Night
An exclusive client event hosted by Marlene Badai and Mary Earl, discussing fine wine and fascinating finance.
February 23
Navigating NJ State Pension Benefits Online System for Educators
This presentation guides educators participating in the NJ State Pension on logging into the MBOS system and going over some of the benefits of using the MBOS to plan for retirement.
February 2
Helping Aging Parents Adapt to Change
As parents age, they become more vulnerable to various risks—financial, physical, and emotional. As adult children, you want to protect them. This seminar explores several aspects of caring for aging parents and identifies issues that can impact their well-being as well as your own.
January 29th
Reevaluating for The New Year
New Year, new goals! As you reflect and reset for 2022, we're here to help empower you and work towards your financial goals. Please join us in discussing common questions moving forward into the New Year. Saturday, the 29th at 10:00 ET, bring Coffee and Conversations!
