Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 3, 2024

6:00p - 7:30p

Virtual

January 3, 2024

12:00p - 12:45p

Zoom

Navigating 2024: Reflecting on Investments & Charting the Path Ahead

In this webinar, we'll embark on a comprehensive journey through the financial markets, analyzing pivotal trends, significant market shifts, and impactful events that shaped investment strategies throughout the past year. Furthermore, we'll equip you with the knowledge necessary to navigate the upcoming year with confidence.

January 2, 2024

6:00p - 7:30p

Virtual

November 30, 2023

6:00p - 7:30p

Virtual

November 27, 2023

6:00p - 7:30p

Virtual

October 4, 2023

12:00p - 12:45p

Zoom

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.

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.

Event Registration