Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. 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.
Upcoming Events
January 21, 2021
5:00p - 6:00p
A link will be sent to your email.
Medicare Planning 1.21.2021
Learn about how the Medicare system works, and how/when to sign up.
January 26, 2021
5:00p - 6:00p
A link will be sent to your email.
Retirement Tax Planning 1.26.2021
Understanding how tax planning changes through the four stages of retirement.
Savvy Social Security Planning 2.4.21
Learn about the Social Security system and how to maximize what you get out of it.
Savvy Long Term Care Planning 02.11.21
Learn about Long Term Care costs and options.
Medicare Planning 2.18.21
Learn about how the Medicare system works, and how/when to sign up.
Retirement Tax Planning 2.25.21
Understanding how tax planning changes through the four stages of retirement.
Past Events
January 19, 2021
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning 1.19.2021
Learn about the Social Security system and how to maximize what you get out of it.
January 14, 2021
5:00p - 6:00p
A link will be sent to your email.
Savvy College Planning 1.14.2020
Learn about how college financial aid works and how to best utilize the system to minimize college costs.
January 12, 2021
5:00p - 6:00p
A link will be sent to your email.
Retirement Tax Planning 1.12.2020
Understanding how tax planning changes through the four stages of retirement.
January 7, 2021
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning 1.7.2020
Learn about the Social Security system and how to maximize what you get out of it.
December 15, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Long Term Care Planning 12.15.2020
Learn about Long Term Care costs and options.
December 8, 2020
5:00p - 6:00p
A link will be sent to your email.
Medicare Planning 12.8.2020
Learn about how the Medicare system works, and how/when to sign up.
December 3, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning 12.3.2020
Learn about the Social Security system and how to maximize what you get out of it.
November 18, 2020
5:00p - 6:00p
A link will be sent to your email.
Medicare Planning 11.18.2020
Learn about how the Medicare system works, and how/when to sign up.
November 17, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Long Term Care Planning 11.17.2020
Learn about Long Term Care costs and options.
November 12, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning 11.12.2020
Learn about the Social Security system and how to maximize what you get out of it.
November 3, 2020
5:00p - 6:00p
A link will be sent to your email.
Retirement Tax Planning 11.3.2020
Understanding how tax planning changes through the four stages of retirement.
October 29, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning 10.29.2020
Learn about the Social Security system and how to maximize what you get out of it.
October 27, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Long Term Care Planning 10.27.2020
Learn about Long Term Care costs and options.
October 14, 2020
5:00p - 6:00p
A link will be sent to your email.
Medicare Planning 10.14.2020
Learn about how the Medicare system works, and how/when to sign up.
October 8, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy College Planning 10.8.2020
Learn about how college financial aid works and how to best utilize the system to minimize college costs.
October 6, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning 10.6.2020
Learn about the Social Security system and how to maximize what you get out of it.
September 24, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy College Planning
- 6 ways to drastically cut college costs - the 5 sources of financial aid you should prioritize - the Expected Family Contribution number, and how to find yours - the realities of college pricing, and you seldom pay full price
September 22, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
September 9, 2020
5:00p - 6:00p
A link will be sent to your email.
September 3, 2020
5:00p - 6:00p
A link will be sent to your email.
IRA Planning
- Understand the characteristics of different types of IRA's - Understand how and when to contribute - Learning rules regarding how to take money out of an IRA
September 1, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
August 27, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
August 25, 2020
5:00p - 6:00p
A link will be sent to your email.
IRA Planning
- Understand the characteristics of different types of IRA's - Understand how and when to contribute - Learning rules regarding how to take money out of an IRA
August 20, 2020
5:00p - 6:00p
A link will be sent to your email.
August 13, 2020
5:00p - 6:00p
A link will be sent to your email.
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
August 11, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
July 23, 2020
5:00p - 6:00p
A link will be sent to your email.
IRA Planning
- Understand the characteristics of different types of IRA's - Understand how and when to contribute - Learning rules regarding how to take money out of an IRA
July 21, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
July 15, 2020
5:00p - 6:00p
A link will be sent to your email.
July 9, 2020
5:00p - 6:00p
A link will be sent to your email.
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
July 7, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
June 25, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
June 23, 2020
5:00p - 6:00p
A link will be sent to your email.
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
June 17, 2020
5:00p - 6:00p
A link will be sent to your email.
June 11, 2020
5:00p - 6:00p
A link will be sent to your email.
Retirement Tax Planning
Understanding the importance of Social Security as part of your retirement plan.
June 9, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
May 26, 2020
5:00p - 6:00p
You"ll be sent a link to your email
7 Keys to Staying Healthy During Stressful Times
Understanding the importance of Social Security as part of your retirement plan.
May 21, 2020
5:00p - 6:00p
A link will be sent to your email.
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
May 19, 2020
5:00p - 6:00p
A link will be sent to your email.
Medicare Planning
Understanding the importance of Social Security as part of your retirement plan
May 14, 2020
5:00p - 6:00p
A link will be sent to your email.
IRA Planning
Understanding how tax planning changes through the four stages of retirement.
May 12, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
May 7, 2020
5:00p - 6:00p
A link will be sent to your email.
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
April 30, 2020
5:00p - 6:00p
A link will be sent to your email.
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
April 28, 2020
5:00p - 6:00p
A link will be sent to your email.
7 Keys to Staying Healthy During Stressful Times
Understanding the importance of Social Security as part of your retirement plan.
April 16, 2020
5:00p - 6:00p
A link will be sent to your email
Medicare Planning
Understanding the importance of Social Security as part of your retirement plan.
April 14, 2020
5:00p - 6:00p
A link will be sent to your email
IRA Planning
Understanding how tax planning changes through the four stages of retirement.
April 9, 2020
5:00p - 6:00p
A link will be sent to your email
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
April 7, 2020
5:00p - 6:00p
A link will be sent to your email
Savvy Social Security
Understanding the importance of Social Security as part of your retirement plan.
March 31, 2020
6:00p - 8:00p
You'll be sent a link to your email
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
March 26, 2020
6:00p - 8:00p
You'll be sent a link to your email
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
March 24, 2020
6:00p - 8:00p
You'll be sent a link to your email
Savvy Social Security
Understanding the importance of Social Security as part of your retirement plan.
March 10, 2020
6:30p - 8:30p
Bridgewater Public Library
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
February 18, 2020
6:30p - 8:30p
Hillsborough Municipal Building
Savvy Social Security Planning
How benefits are calculated, when and how to apply
February 13, 2020
6:30p - 8:30p
Hillsborough Municipal Building
Retirement Tax Planning
Understanding how tax planning changes through the four stages of retirement.
February 6, 2020
6:30p - 8:30p
Hillsborough Municipal Building
Retirement Tax Planning
The importance of tax planning as you plan for retirement
February 4, 2020
6:30p - 8:30p
Bridgewater Library
Savvy Social Security Planning
Understanding the importance of Social Security as part of your retirement plan.
January 30, 2020
6:30p - 8:30p
Savvy Social Security
Understanding the importance of Social Security as part of your retirement plan.
January 23, 2020
6:30p - 8:30p
Hillsborough Municipal Building
Savvy Social Security
Understanding the importance of Social Security as part of your retirement plan.
January 21, 2020
6:30p - 8:30p
Savvy Tax Planning
Understanding how tax planning changes through the four stages of retirement.
January 14, 2020
7:00p - 9:00p
Mary Jacobs Library
Cyber Security
Learn how you can protect yourself
January 7, 2020
6:30p - 9:00p
Princeton Fitness and Wellness