New Jersey: 973.425.8420 New York: 212.202.2937
Webinar presentation with Brian Kazanchy, Partner Andy Kapyrin, Partner and Director of Research Topics include:
Chris Cordaro and Andy Kapyrin share their views on the markets.
Wednesday, July 10 7:00-8:00 pm
Click here to register
Tuesday, July 9 6:00 - 8:00 pm
RegentAtlantic 551 Fifth Avenue, Suite 2610 New York City
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An informational session with RegentAtlantic Chad O’Brien, CFP®, FRM and Abby Rosen, CFP®, MS Bristol-Myers Squibb’s acquisition of Celgene may generate a significant tax burden for Celgene stockholders. Join our 30 minute webinar Click a time below to register 12:30-1:00pm 6:30-7:00pm This session is not a substitute for personalized advice from RegentAtlantic. Please be sure to consult with your tax or legal advisors.
What You Need to Know Now
Over the past 18 months there have been numerous Federal and State tax changes with more proposed changes on the way. Change creates both challenges and financial planning opportunities for business owners. Tune in to see what techniques you should be thinking about today.
Thursday, May 23 9:00 am
Click here to register
Discussion on ESG (Environment, Social, Governance) Investing
Chris Cordaro, Partner and Chief Investment Officer Jeff Boyer, Partner and Wealth Advisor
Earth Day - Monday, April 22 4:30 - 6:00pm
St. Bernard’s Church 88 Claremont Road, Bernardsville, NJ
Click here to register
Webinar Presentation on ESG (Environment, Social, Governance) Investing with
Chris Cordaro, Managing Partner and Chief Investment Officer Jeff Boyer, Partner and Wealth Advisor
Topics
Chris Cordaro and Andy Kapyrin share their views on the markets.
Wednesday, April 17 7:00-8:00 pm
Click here to register
The RegentAtlantic Wall Street Women Forum® provides a unique opportunity for high-level women on Wall Street to gather with their peers to address career and personal issues in the face of the rapidly changing landscape of the industry. By invitation only. For more information, visit the Wall Street Women Forum website.
An informative session with RegentAtlantic Chad O’Brien, CFP®, FRM and Abby Rosen, CFP®, MS Bristol-Myers Squibb’s acquisition of Celgene may generate a significant tax burden for Celgene stockholders. Join our 30 minute webinar
Join us for lively conversation
with
Andy Kapyrin, Partner and Director of Research Mike Pappachristou, Wealth Advisor
Tuesday, March 19, 2019 6:00 - 8:00 pm
RegentAtlantic 551 Fifth Avenue, Suite 2610 New York City
Click here to register
Chris Cordaro and Andy Kapyrin share their views on the markets
Wednesday, February 13 7:00-8:00 pm
Click here to register
Click date to RSVP Location: New Jersey, Morristown Morning Presentation: January 8 / January 9* / January 22 Evening Reception & Presentation: January 9* / January 10 / January 14 / January 22 Location: New Jersey, Red Bank Dinner Presentation: January 17 Location: New York, New York City Evening Reception & Presentation: January 15* /January 24* Breakfast Presentation: January 24 Location: Florida, Naples Dinner Presentation: January 29 Location: Florida, Boca Raton Dinner Presentation: January 30 Location: Florida, Palm Beach Dinner Presentation: January 31 *This event is at capacity. We invite you to attend one of our other Investment Outlooks.
An informative session with RegentAtlantic Chad O’Brien, CFP®, FRM and Abby Rosen, CFP®, MS Bristol-Myers Squibb’s aquisition of Celgene may generate a significant tax burden for Celgene stockholders. Join our 30 minute webinar on:
Join us for a Holiday Open House in our New York City office. Click here to register
Business Owners Group Webinar Presentation
Join us for the monthly event in our New York City office. This month's topic - Planned Giving Under the Tax Law Change. Reception and discussion Click here to register
An informative session with RegentAtlantic Chad O’Brien, CFP®, FRM and Abby Rosen, CFP®, MS How to evaluate the package for your specific situation
Topics include: taxes, withdrawal strategies and prioritizing the next steps. Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Click here to register
You and Your Aging Parent - Navigating the Legal, Financial and Emotional Maze This event is for adult children who are either currently providing care for parents or other loved ones, or may need to consider options in the future. Panel discussion and refreshments. 6:00 – 8:00 pm. Click here to register
You and Your Aging Parent - Navigating the Legal, Financial and Emotional Maze This event is for adult children who are either currently providing care for parents or other loved ones, or may need to consider options in the future. Panel discussion and refreshments. 6:00 – 8:00 pm. Click here to register
Topics include: taxes, withdrawal strategies and prioritizing the next steps. Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Registration for this event is now closed. To register for the Retirement Outlook on October 17, please click here.
Topics include: taxes, withdrawal strategies and prioritizing the next steps. Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Click here to register
RegentAtlantic Neighborhood Nonprofits Group once again will be hosting its annual Symposium for nonprofits at Montclair State University in Montclair, New Jersey.
Thursday, September 20, 2018 8:15-9:00 am Registration and networking 9:00 am-12:00 noon Presentations and workshop
Ballroom at the Conference Center Montclair State University, Montclair, New Jersey
with guest speakers
Lisa Yancey, Strategic Organizational Development Consultant, Yancey Consulting Lisa works with practitioners, nonprofit organizations, philanthropists, and philanthropic institutions committed to dismantling inequities, enriching marginalized communities, building leadership, and amplifying diverse perspectives. Lisa's business provides strategic and tactical solutions in areas of board development, strategic planning, revenue generation, capacity assessments, marketing & communications, succession planning, and evaluation/metrics.
Tim Cynova, Chief Operating Officer, Fractured Atlas Tim Cynova is Fractured Atlas's Chief Operating Officer and oversees the organization's Finance, Operations, and People functions. He is a certified Senior Professional in Human Resources (SPHR), a trained mediator, and publishes frequently about Strategic HR on Medium and How We Work. Tim serves on the faculty of Banff Centre for Arts & Creativity and of The New School with courses exploring building innovative teams - with a sense of shared purpose - where people can do their best work and thrive.
The symposium will offer hands-on experience and participants will leave with practical information to apply to their own organizations.
Moderated by Jim Sonneborn, Partner and Wealth Advisor, RegentAtlantic
Hosted by RegentAtlantic Neighborhood Nonprofits Group
Please RSVP by September 13
Topics include: taxes, withdrawal strategies and prioritizing the next steps. Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Click here to register
Webinar ID: 428-494-627
Join the RegentAtlantic team for a panel discussion
The Buzz on Bitcoin
with
David Lawrence, Founder and Chief Collaborative Officer RANE
John A. Squires, Partner and Chairman IP, Emerging Company & Fintech Practice
Dilworth Paxson
Chuck Sockett, CPA, Managing Director UHY Advisors NY
Please email for more informationPresentation exclusive to the New York Community Trust Women's Financial & Philanthropic Learning Series. Please email for more information.
The RegentAtlantic Wall Street Women Forum® provides a unique opportunity for high-level women on Wall Street to gather with their peers to address career and personal issues in the face of the rapidly changing landscape of the industry. By invitation only.
Click date to RSVP Location: New Jersey, Morristown
Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Click here to register
THIS EVENT IS FULL. We invite you to register for the Retirement Outlook on Thursday, November 9. Presentation, discussion, and refreshments. 6:00 - 8:00 pm. Click here to register for the November 9 event.
How Well Do You Know YOUR Money? Abby Rosen will lead a discussion on common financial questions women ask. A light lunch will be served. Please email Abby Rosen or call her at 973-425-8420 ext 226 if you would like to attend.
RegentAtlantic is hosting an Open House at our new New York City office: Tuesday, October 3 4:00 - 8:00 pm 551 5th Ave Suite 2610 New York City NE corner at 45th Street Join us for a toast! Click here to RSVP
How to Maximize Your Year-End Fundraising Revenue, with guest speaker Steven Screen, The Better Fundraising Company. Your fundraising goals are usually made or broken by your year-end fundraising. The stakes are high - but it's the easiest time of the year to raise more money than you expect. Steven will cover the field-tested schedule (with specific dates for when to do everything!) and the content to help you raise the most money you can by midnight, December 31. We'll cover how to use mail, email, your website, social media, and maximize major donor revenue and engagement. Click here to register
Presentation, discussion and refreshments 6:00 - 8:00 pm Click here to register
Presentation, conversation and refreshments. 11:30 am - 1:30 pm Click here to register
We've selected Born a Crime: Stories from a South African Childhood as our first book to launch the RegentAtlantic book group this Fall. You and your guests are welcome to join us for a discussion over refreshments and wine on September 12, Tuesday, from 2:00 - 4:00 pm. Please click here to register.
Five personal financial areas for business owners to address now so you can relax and enjoy your summer vacation. To register, click here
Founder and managing principal of Singa Consulting, Ms. Flynn is a 30-year veteran of the CIA.
The five virtues of a wise investor and why they are critical for prospering in the year to come Tuesday, June 6, 2017 6:00 p.m. — 8:00 p.m. Click here to register
RegentAtlantic Wall Street Women Forum® Location: New York City For more information, contact: Jane Newton
What's Your Story? Understanding the Power of Stories to Strengthen Donor Relationships. This year, our annual Neighborhood Nonprofits Group Symposium focuses on storytelling: the power of stories and the craft of storytelling, with an opportunity to develop compelling stories that will strengthen donor relationships. Guest Speakers include Richard Perry & Jeff Schreifels from Veritus Group, and Steven Screen from The Better Fundraising Company. Moderated by Jim Sonneborn, Partner and Wealth Advisor, RegentAtlantic.
Click date to register Location: New Jersey, Morristown Morning: January 5, 10, 24 Evening: January 5, 10, 12 Location: New Jersey, Red Bank Evening: January 19 Location: New York, New York Evening: January 18 Location: Florida, Naples Evening: January 31 Location: Florida, Palm Beach Evening: February 2
RegentAtlantic brings you Current Conversations A new series of interviews on trending topics
Wednesday, January 11, 2017 Worth and Wellbeing: A Balance to Life Please join us for an interactive evening with Debbie Janoff, Integrative Health Nutritionist
6:00 p.m. – 8:00 p.m. Reception, Presentation and Conversation with Juicing and Wine Tasting
RSVP
Chris Cordaro on CNBC Closing Bell at 4:30 PM EST.
Wednesday December 7th, Jim Sonneborn will be on a panel discussing How Donor Advised Funds are Changing the Face of Philanthropy. For more information click here.
Chris Cordaro, Managing Partner, Chief Executive Officer, and Chief Investment Officer will be on CNBC on Wednesday, 11/30 at 4PM EST with anchors Sara Eisen, Bill Griffeth, Mike Santoli.
If you were not able to participate in our Post Election Webinar, you can view it here.
Location: RegentAtlantic office, Morristown, New Jersey Time: 6:00pm - 8:00pm A Panel Discussion with Jim Ciprich, Wealth Advisor, RegentAtlantic Patricia Lombreglia, RN, BSN, CMC, CCM, WCC, Pathways Care Solutions Michael Thompson, Attorney, Cestone & Thompson moderated by Jane Newton, Managing Partner and Wealth Advisor, RegentAtlantic This event is for adult children who are either currently providing care for parents or other loved ones, or may need to consider options in the future. To register: click here
If you were not able to participate in our Quarterly Investment Outlook webinar, you can view it here.
Location: RegentAtlantic office, Morristown, New Jersey Time: 11:30:am – 1:30pm Registration is required. To register, please visit the calendar section of the FPANJ website at www.fpanj.org. This is a free event!
Location: The Benjamin Hotel, NYC Time: 6:30pm - 8:00pm To register, click here Please join us for a Retirement Outlook
Combining new retirement research with our 30 years experience helping clients retire
Topics include
Location: RegentAtlantic office, Morristown, New Jersey Time: 6:00pm - 7:30pm To register, click here
Please join us for a Retirement Outlook
Combining new retirement research with our 30 years experience helping clients retire
Topics include
Cynthia Aiken and Bryan Smalley present the RegentAtlantic Financial Literacy Program to students for the Community Foundation of New Jersey http://cfnj.org/
If you were not able to participate in our Quarterly Investment Outlook webinar, you can view it here.
Presented by the Neighborhood Nonprofits Group Location: RegentAtlantic office, Morristown, New Jersey For more information, contact: Jim Sonneborn
Jim Ciprich will be speaking at The Atrium at Navesink Harbor this Wednesday, June 22. There are a lot of considerations when entering a Life Plan Community (LPC), and Jim will be discussing quantifying affordability and tax planning. The Atrium at Navesink Harbor is a Springpoint Community.
Presentation by the Neighborhood Nonprofits Group Location: RegentAtlantic office, Morristown, New Jersey For more information, contact: Jim Sonneborn
Jim Ciprich presenting “Selling the Life Plan Community… To Financial Advisors” Location: Harrah’s, Atlantic City For more information, contact: Jim Ciprich
