Lesley Draper and Abby Rosen will be guest speakers at the Women’s Awareness Day on June 12 at the Cedar Hill Country Club.
Tune in to Andy Kapyrin on Yahoo Finance at 12:20 pm.
Tune in to Andy Kapyrin on Bloomberg TV at 7:10 pm.
Tune in to Chris Cordaro on Bloomberg TV at 1:00 pm.
Jerry Korey will be participating in the Financial Planning Day at Montclair Library, hosted by the Financial Planning Association of New Jersey.
Lesley Draper and Jim Sonneborn will be speaking at the Morris Museum. Her topic will be on Planned Giving.
Jim Ciprich will be speaking at The Villa at Florham Park. Jim will be part of a discussion entitled, “Financial and Legal Planning for Adult Children of Aging Parents.”
March 21, 2019, Thursday: Chris Cordaro and Greg Allison Speaking at the Society of Financial Service Professionals
Chris Cordaro and Greg Allison will be speaking at the North Jersey Chapter of the Society of FSP. Their topic will be on portfolio design based on an understanding of current economic conditions.
Lesley Draper will be speaking at an event for the Association for Fundraising Professionals. Her topic will be on Donor Advised Funds.
Jim Sonneborn will present "Leave Your Mark: Create a Legacy with Planned Giving" at a workshop at the Newark Museum. He will address common issues on estate planning.