Events
Upcoming Events
Trusts Explored: A Comprehensive Guide to Trustees and Asset Protection in Estate Planning
Join us for an illuminating webinar on the intricate world of trusts and the pivotal role they play in safeguarding your assets through effective estate planning. Whether you're new to the concept of trusts or seeking to deepen your understanding, this session will empower you with the knowledge to make informed decisions about securing your financial legacy.
Past Events
September 11, 2023
6:00p - 7:30p
Zoom
Family Love Letter (Virtual)
Join the creator of the Family Love Letter, Donna Pagano, to learn about this power program and how you can best utilize it to leave a lasting legacy to your family.
September 6, 2023
12:00p - 1:00p
Zoom
Navigating Medicare: Key Actions When Approaching Age 65
Discover the ins and outs of Medicare in our upcoming webinar presented by a seasoned Medicare expert, Mark Brownstein. As you approach the milestone of turning 65, understanding the intricacies of this vital healthcare program is crucial.
August 2, 2023
12:00p - 1:00p
Zoom
Social Security Decoded: Essential Insights for Optimizing Retirement Benefits
Whether you're approaching retirement or simply seeking to make more informed financial decisions, this webinar is your key to unlocking the mysteries of Social Security. Register now to secure your place and gain the knowledge needed to optimize your Social Security retirement benefits for a brighter financial future.
July 5, 2023
12:00p - 1:00p
Zoom
Maximizing Your Tax Savings: Strategies for a Better 2023 and Beyond
Join us for an insightful webinar presented by an experienced accountant, who will guide you through practical strategies to optimize your tax bill for 2023 and beyond. Whether you're a small business owner, self-employed professional, or an individual taxpayer, this webinar is designed to empower you with knowledge and actionable tips to improve your tax situation.
May 10, 2023
12:00p - 12:30p
Zoom
Real Estate Market Update
Join us for an exclusive webinar featuring three industry experts: a real estate agent, real estate appraiser, and mortgage lender. Together, they will be discussing the state of the real estate market and sharing valuable insights on what buyers and sellers need to be looking for during these challenging times.
April 29, 2023
9:00a - 1:00p
Virtual
New Jersey State Symposium Financial Strategies for Physicians
This years symposium will feature guest speakers discussing various topics including, but not limited to Decoding and Negotiating Physician Contracts as well as Building a Solid Financial Foundation both personally and professionally. You will also hear from Justin W. Rice, CFP, CSLP an expert in the field of Forgiveness of Student Loans and Payoff Strategies. These are just a few of the topics being discussed during the morning. The full agenda for the symposium can be accessed by clicking on the event. You may register on our website or by emailing Nancy.Bailin@personalwealthstrategies.com We look forward to your attendance.
April 5, 2023
12:00p - 12:30p
Zoom
Downsizing Done Right: Expert Tips and Strategies with John Walsh from Walsh Senior Solutions
During this webinar, you'll learn valuable tips and tricks to help make your downsizing journey a success. John Walsh will provide insight on what to look for when making this transition, and answer any questions you may have about the process.
March 1, 2023
12:00p - 12:30p
Zoom
27 Principles Every Investor Should Know
Join us for a special webinar featuring Steven Atkinson, the author of the book "27 Principles Every Investor Should Know."
February 1, 2023
12:00p - 12:30p
Zoom
Navigating the Financial Implications of Divorce
In this webinar, we'll be discussing strategies for protecting your financial assets, navigating the division of property, and planning for your future financial goals.
January 4, 2023
12:00p - 12:30p
Zoom
Optimizing Health & Wellness in 2023 with Hayley Winchel, DC
Dr. Hayley Winchel lives and breathes health and fitness! She will help to share her passion in this area and how we can implement strategic health and wellness tactics in our busy lives.
December 7, 2022
12:00p - 12:30p
Zoom
The Ring Woman Answers Your Questions
Julie Roros AKA The Ring Woman, will be joining us for an educational session to discuss diamonds and fine jewelry.
November 9, 2022
12:00p - 12:30p
Zoom
Choosing the Right Providers of Extended Care with Nancy Dykeman
Nancy is a Certified Senior Advisor and nationally recognized educator about the choices of where to receive extended care no matter where you live. We will learn the differences in delivery of care and gain insight into how to have a conversation with our family members about what is available.
October 20, 2022
5:30p - 8:00p
Cuzin's Seafood & Clam Bar
Financial Strategies for Resident Physicians Happy Hour
Your training until now has taught you how to practice medicine. Please join us and your co-residents as we discuss strategies to protect your income, eliminate debt, & build long-term wealth. Speakers include: Justin W. Rice, CFP®, CSLP® & Gina L. Campanella, Esq. RSVP Required by October 17th - Space is limited to 30 guests
October 12, 2022
12:00p - 12:30p
Zoom
Estate Planning Basics with Keith Singer, Esq.
Your estate plan is essential if you want to decide who will receive shares of your estate. If you don't have a plan in place, those decisions will be left up to the State! Having a plan will also allow the transition of your assets to occur with the least amount of stress, expense, and tax.
September 7, 2022
12:00p - 12:30p
Zoom
Sustainable Investing with Larry Swedroe and Samuel Adams
Larry Swedroe and Sam Adams cut through the fog and bring clarity on sustainable investing―providing investors with a firm plan on how to properly match personal values with their investment selection.
August 3, 2022
12:00p - 12:30p
Zoom
Grief Works with Julia Samuel
Death affects us all. Yet it is still the last taboo in our society, and grief is still profoundly misunderstood. Julia Samuel, a grief psychotherapist, has spent twenty-five years working with the bereaved and understanding the full repercussions of loss.
July 6, 2022
12:00p - 12:30p
Zoom
Integrity Based Human Influence with Sean Callagy
VIEW RECORDING HERE: https://youtu.be/PT0TgLeQrUQ On this webinar we will be talking about the super power of influence, led by one of the world's greatest trainers on the subject Sean Callagy.