Jim Ciprich will be speaking at Medford Leas in Medford on Tuesday, January 21. The topic will be, “Dollars & Sense: Recent Developments for CCRC Planning.”
December 5, 2019, Thursday: Jane Newton to be panel moderator at Barron’s Women’s Advisor Summit in Palm Beach, FL
Jane Newton will be moderating a panel at Barron’s Women’s Advisor Summit in Palm Beach, FL. Her topic will be, “Unique Ways to Grow Your Business - Advisory Boards, Events & Philanthropic Efforts.”
December 2-4, 2019, Monday-Wednesday: Michael Steiner speaking at 28th Private Wealth Management Summit in Orlando
Michael Steiner will be speaking at the 28th Private Wealth Management Summit in Orlando, Florida. His topic will be, “Winds of Change: Redefining the Value of Advisors in the Midst of Disruption.”
November 13, 2019, Wednesday: Jonathan Hochberg and Michael Steiner moderating panel at Private Wealth East Forum – Fall
The Private Wealth East Forum - Fall is designed to bring together wealth managers from across the region for a day of peer networking and knowledge share. Jonathan Hochberg and Michael Steiner will be moderating…
Matt Masterson and Pete O'Neill will be speaking at the Summit Old Guard on Tuesday, November 12. Their topic will be, "Tax Reform: Risks and Opportunities."
Chris Cordaro will be speaking at the FEI Peer to Peer Roundtable, to be held at RegentAtlantic on October 24. His topic will be ESG Investing.
October 17, 2019, Thursday: Jim Ciprich and Melissa Weisz speaking at Kemmerer Library in Harding at 11:30 am
Jim Ciprich and Melissa Weisz will be speaking on the topic of CCRCs (Continuing Care Retirement Communities) at the Kemmerer Library in Harding at 11:30 am.
October 10, 2019, Thursday: Matt Masterson and Greg Allison speaking with Jane Newton moderating at the Old Guard & Wyckoff Retired Men’s Group
Matt Masterson and Greg Allison will be speaking, with Jane Newton moderating, at the Old Guard & Wyckoff Retired Men's Group on Thursday, October 10.
Tune in to Chris Cordaro on ThinkAdvisor webcast on October 9. The webcast will be, "Inheriting the Inheritors: The Big Wealth Transfer and Tools Needed to Capture It."
Tune in to Chris Cordaro on Reuters TV on October 4.