Our Calendar
As advocates for educating our clients to ensure that they can make informed decisions for themselves regarding their financial lives, please find below some upcoming events.
If you would like to attend any of the classes or workshops below, please reach out to our office at 609-926-3100, and speak to Michael for further instructions.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 11, 2021 - April 18, 2021
6:00p - 9:00p
Atlantic Cape Community College - Cape May Court House Campus
Planning for a Successful Retirement - On Campus
2-Part, 6 hour class on March 11th & March 18th from 6:00pm - 9:00pm each day. With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and issues that are critical to people at or near retirement. Topics include how to reduce pressures on your retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations; how to make the right health care decisions; and options on how to transfer assets to other generations of your family. An optional financial planning consultation is provided after the class. A "hear it, see it, read it, write it" teaching method makes it easy for you to understand and remember the practical information. The fee includes a workbook and study aids. Fee: $59 (Couples may attend together for the single fee of $59.) payable to the educational institution.
March 9 - March 16, 2021
6:00p - 8:00p
Atlantic Cape Community College - Online
Planning for a Successful Retirement Via Zoom
2-Part, 4 hour Zoom class on March 9th & March 16th from 6:00pm - 8:00pm each day. With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and issues that are critical to people at or near retirement. Topics include how to reduce pressures on your retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations; how to make the right health care decisions; and options on how to transfer assets to other generations of your family. An optional financial planning consultation is provided after the class. A "hear it, see it, read it, write it" teaching method makes it easy for you to understand and remember the practical information. The fee includes a workbook and study aids. Fee: $39 (Couples may attend together for the single fee of $39.) payable to the educational institution.
March 6 - March 13, 2021
9:00a - 12:00p
Atlantic Cape Community College - Cape May Court House Campus
Planning for a Successful Retirement - On Campus
2-Part, 6 hour class on March 6th & March 13th from 9:00am - 12:00pm each day. With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and issues that are critical to people at or near retirement. Topics include how to reduce pressures on your retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations; how to make the right health care decisions; and options on how to transfer assets to other generations of your family. An optional financial planning consultation is provided after the class. A "hear it, see it, read it, write it" teaching method makes it easy for you to understand and remember the practical information. The fee includes a workbook and study aids. Fee: $59 (Couples may attend together for the single fee of $59.) payable to the educational institution.