Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list. 

 

Wills & Trusts Workshop

January 18, 2018 5:30p - 7:00p Eastern Standard Time

Barnegat High School Media Center

Often times, an Estate Plan is vital for any individual, couple or family that owns a home and has assets. It’s time to make sure your Estate Planning is in good order.

 

Wills & Trusts Workshop

January 23, 2018 5:30p - 7:00p Eastern Standard Time

Barnegat High School Media Center

Often times, an Estate Plan is vital for any individual, couple or family that owns a home and has assets. It’s time to make sure your Estate Planning is in good order.

 

Required Minimum Distributions Workshop

February 8, 2018 5:30p - 7:00p Eastern Standard Time

Lacey High School Lecture Hall

The IRS requires RMDs from your retirement accounts when you turn 70 1/2 years old. They are complex and unforgiving rules. If you don't follow their rules and laws, or make just one costly error the penalties can be serious and down-right painful if ignored.

 

Required Minimum Distributions Workshop

February 13, 2018 5:30p - 7:00p Eastern Standard Time

Lacey High School Lecture Hall

The IRS requires RMDs from your retirement accounts when you turn 70 1/2 years old. They are complex and unforgiving rules. If you don't follow their rules and laws, or make just one costly error the penalties can be serious and down-right painful if ignored.

Event Registration



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