Upcoming Events


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. 

Contact us


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!

Zoom Link

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. 

Zoom Link

March 10th

The Wiser Wine Night

An exclusive client event hosted by Marlene Badai and Mary Earl, discussing fine wine and fascinating finance. 

Contact us

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.

Contact us

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.

Contact us

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! 

Zoom Link