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.
Jerry Korey will speak as part of a panel at the Financial Planning Association of New Jersey's event, Bridge the Gap. The event is designed to meet the needs of financial planning students in CFP® registered…
Tune in to Andy Kapyrin on Bloomberg Radio at 3:45 pm. Important Disclosure The recommendations and opinions expressed by Eric Marshall during this interview are not endorsed by RegentAtlantic.
Tune in to Chris Cordaro on Fox Business's Countdown to the Closing Bell at 3:00 pm.
Jim Ciprich will be speaking at Medford Leas in Medford. He will be discussing Tax & Financial Planning for a Continuing Care Retirement Community.
Tune in to Chris Cordaro on Bloomberg TV at 12:00 pm.