Past events

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

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Discussion on ESG (Environment, Social, Governance) Investing

Chris Cordaro, Partner and Chief Investment Officer Jeff Boyer, Partner and Wealth Advisor

• History, background, examples of ESG investing
• Inclusive ESG investing vs. exclusive Socially Responsible screens
• Investing in companies that are better corporate citizens and implementing portfolios
• Customizing ESG around personal values
• Impact of ESG investing on returns and diversifications

Earth Day - Monday, April 22 4:30 - 6:00pm

St. Bernard’s Church 88 Claremont Road, Bernardsville, NJ

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Webinar Presentation on ESG (Environment, Social, Governance) Investing with

Chris Cordaro, Managing Partner and Chief Investment Officer Jeff Boyer, Partner and Wealth Advisor

Topics

• History, background, examples of ESG investing
• Inclusive ESG investing vs. exclusive Socially Responsible screens
• Investing in companies that are better corporate citizens and implement portfolios
• Customizing ESG around personal values
• Impact of ESG investing on returns and diversifications

Chris Cordaro and Andy Kapyrin share their views on the markets.

Wednesday, April 17 7:00-8:00 pm

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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

• Examples of taxability for Celgene shareholders
• Update on strategies to reduce taxes
• What you can do to prepare as an employee
• How Celgene stock options will be impacted

Join us for lively conversation

• What are Qualified Opportunity Zones?
• What are the risks and benefits?
• How can I invest?
• Who should consider OZs?

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

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Chris Cordaro and Andy Kapyrin share their views on the markets

Wednesday, February 13 7:00-8:00 pm

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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:

• Planning for the conversion of Celgene stock options and restricted stock to Bristol-Myers Squibb awards
• Using unrealized losses to offset taxable gains in Celgene
• Various Charitable Giving Strategies
• Qualified Opportunity Zones
• Defective Grantor Trust

Join us for a Holiday Open House in our New York City office. Click here to register

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

Five key topics to be covered

• Health care, COBRA and other alternatives
• Short and long term incentive plans
• 401(k), EDP and IDP and Pension plans
• How to determine if you’ll need to replace your paycheck or continue to work if you accept the package
• What lifestyle will you be able to afford after making this decision

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.

Maximizing Board Impact - A Top-Down, Bottom-Up Approach

• Explore ways to better leverage the potential of the board by strengthening the partnership with senior staff
• Discuss benefits of pursuing diversity, equity and inclusion within a nonprofit and its board

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. 

Topics include: taxes, withdrawal strategies and prioritizing the next steps. Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Click here to register

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

Presentation 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.

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.

• Biggest insider threats to your business
• Key steps to proactively identify and address your risks
• Incorporating management controls, vetting, and procedures

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

Click 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

• Goal Setting
• Maximizing Your Assets
• Replacing Your Paycheck
• Healthcare and Social Security
• Open Dialogue on Real-Life Retiree Scenarios

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

• Goal Setting
• Maximizing Your Assets
• Replacing Your Paycheck
• Healthcare and Social Security
• Open Dialogue on Real-Life Retiree Scenarios

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