October 6, 2021, Wednesday: Quarterly Investment Outlook
- The Federal Reserve
- Interest Rates
- Inflation
May 19, 2021, Wednesday: How Might Policy Changes Impact Corporate Executives
Join RegentAtlantic Co-Head of Investments, Andy Kapyrin, and Wealth Advisors Abby Rosen and Chad O’Brien for a discussion on President Biden's policy changes that may impact corporate executives. They will share planning strategies that could help you prepare and take action on your personal portfolio.
You can no longer register for this event as this webinar has passed. Please see recording below.
https://youtu.be/XMR9C3vLwL4May 5, 2021, Wednesday: You & Your Aging Parent
Are you caring for an aging loved one? RegentAtlantic Wealth Advisors Jim Ciprich and Melissa Weisz, along with special guests Crystal West Edwards, an Elder Law and Estate Attorney, and Nancy Avitabile, an Aging Life Care Professional, discuss the financial, legal and emotional aspects of caring for an aging loved one.
You can no longer register for this event as this webinar has passed. Please see recording below.
https://youtu.be/tAfBWnKG5Q8April 27, 2021, Tuesday: Wall Street Women Forum
An invitation-only community of women on Wall Street. For more information, please click here.
January 2021: RegentAtlantic Investment Outlook

You can no longer register for this event as this webinar has passed. Please see recording below.
January 20, 2021, Wednesday: Introduction to RegentAtlantic – 2021 Investment and Planning Outlook
Will market volatility continue in 2021? Join RegentAtlantic Chief Investment Officer, Chris Cordaro, and Director of Portfolio Management, Greg Allison, along with our Wealth Advisors Matt Masterson and Melissa Weisz, as they introduce who we are and share their investment and planning insights for 2021. They will discuss the current economic factors impacting the markets and the possible opportunities ahead.
You can no longer register for this event as this webinar has passed. Please see recording below.
October 27, 2020, Tuesday: RegentAtlantic Wall Street Women Forum’s Webinar: Financial Fitness – Why Now is the Time to Power Up
An invitation-only event for the community of women on Wall Street. For more information, please click here.
July 29, 2020, Wednesday: The Future of Your Financial Plan Amid COVID-19 and Market Uncertainty
Will the economic impact of COVID-19 affect your retirement? Join RegentAtlantic Chief Investment Officer, Chris Cordaro, Co-Head of Investments, Andy Kapyrin, and Chair of the Financial Planning Committee, Matt Masterson, for a discussion on the factors that may impact your financial plan, and a behind-the-scenes look at the tools we use to create personalized strategies.
When: Wednesday, July 29 Time: 7:00-7:30 pm You can no longer register for this event as this webinar has passed.
For more resources to help you navigate the COVID-19 economic crisis, visit here ›April 6, 2020, Monday: Nonprofits and The CARES Act-Accessing Emergency SBA Loans to Stay Mission Focused
Nonprofits and The CARES Act - Accessing Emergency SBA Loans to Stay Mission Focused
Hosted by the Community Foundation of NJ and RegentAtlantic’s Neighborhood Nonprofits Group
Please join us for a time-sensitive informative webinar discussing the critical aspects of the Payroll Protection Loan program. We will cover exactly what you need to be doing right now to access forgivable SBA loans so you can keep delivering on your mission.
Monday April 6 12:00 to 12:30 pm Click here to register
March 31, 2020, Tuesday: POSTPONED RegentAtlantic Wall Street Women Forum®
This event has been postponed. An invitation-only community of women on Wall Street. For more information, please click here.
March 25, 2020, Wednesday: Navigating the COVID-19 Market Upheaval Webinar
Navigating the COVID-19 Market Upheaval
February 19, 2020, Wednesday: Medicare – When to Enroll? Webinar
Medicare - When to Enroll?
- Review of Medicare basics
- The two major Medicare enrollment periods
- How to sign up for Medicare during the appropriate enrollment period
February 12, 2020, Wednesday: Investment Outlook Webinar
Chris Cordaro and Andy Kapyrin share their views on the markets
Wednesday, February 12 7:00-8:00 pm
Click here to register
Click here for the 4Q 2019 Quarterly LetterJanuary 2020: Annual Investment Outlook
Click date to RSVP Location: New Jersey, Morristown Morning Presentation: January 8* / January 23 Evening Reception & Presentation: January 8 / January 14 Location: Massachusetts, Boston Dinner Presentation: January 13 Location: New Jersey, Red Bank Dinner Presentation: January 16* Location: New York, New York City Lunch Presentation: January 22* Evening Reception & Presentation: January 22* Location: Florida, Naples Dinner Presentation: January 28* Location: Florida, Boca Raton Dinner Presentation: January 29* Location: Florida, Palm Beach Dinner Presentation: January 30* *This event is at capacity. We invite you to join us for the Investment Outlook webinar on February 12, 2020. To register, click here.
December 10, 2019, Tuesday: NYC Event – Holiday Open House
Join us at the RegentAtlantic Open House for an evening of holiday cheer. Tuesday, December 10 4:30 - 8:00pm The Penn Club 30 West 44th Street Spruce Room New York, NY 10036 Click here to register
December 5, 2019, Wednesday: Year-End Planning for Business Owners Webinar
Business Owners Group Webinar Presentation
- M&A Market Update
- Portfolio tax management tips
- Company 401(k) plan review
- Upstream gifts to reset cost basis in company stock (and other appreciated assets)
- Out of State Trusts to Avoid NJ Tax upon Sale of Business
November 13, 2019, Wednesday: Webinar for Allergan Stockholders
November 6, 2019, Wednesday: Medicare Annual Election Period Webinar
October 22, 2019, Tuesday: Elder Fraud, New York City
Join us for networking and conversation
What are the warning signs of financial abuse? What should you do to protect yourself? How to deal with a forgery situation
with
Ruth Brayer, Principal, Brayer Handwriting International
Ruth Brayer is a court qualified Expert Witness specializing in handwriting identification. Her practice includes providing expert opinion in fraud and forgery cases, court testimony, and speaking about detecting forgery in fraud investigations. She is the author of Detecting Forgery in Fraud Investigations: The Insider’s Guide.
Britt Burner, Esq., Elder Law and Estate Attorney, Burner Law Group, P.C.
Britt Burner is the Chair of the New York City Bar Association Committee on the Legal Problems of the Aging. She is a member of the Executive Committee of the New York State Bar Association Elder Law and Special Needs Planning section as Vice-Chair of the Legislation Committee.
Moderated by Michael Steiner, Partner and Wealth Advisor, RegentAtlantic
Tuesday, October 22 - 6:00 - 8:00 pm RegentAtlantic 551 Fifth Avenue, Suite 2610 (at 45th Street) New York City
Click here to registerOctober 17, 2019, Thursday: Retirement Outlook, Morristown
- Healthcare in retirement
- Withdrawal strategies
- Minimizing taxes
- Longevity and not outliving your assets
October 3, 2019, Thursday: RegentAtlantic Morristown Open House
RegentAtlantic is hosting an Open House at our new Morristown location Thursday, October 3 3:00 – 8:00 pm 60 Columbia Road Building A, Suite 300 Morristown, NJ Join us for a toast! Click here to RSVP
October 2, 2019, Wednesday: Investment Outlook Webinar
Chris Cordaro and Andy Kapyrin share their views on the markets.
Wednesday, October 2 7:00-8:00 pm
Click here to register
September 26, 2019, Thursday: RegentAtlantic Neighborhood Nonprofits Group Symposium
RegentAtlantic Neighborhood Nonprofits Group once again will be hosting its annual Symposium for nonprofits. It will take place at the Park Avenue Club in Florham Park, New Jersey.The Pillars of High Performance
Park Avenue Club 184 Park Avenue Florham Park, New Jersey
with guest speakerSeptember 10, 2019, Tuesday: Retirement Outlook, New York City
- Healthcare in retirement
- Withdrawal strategies
- Minimizing taxes
- Longevity and not outliving your assets
July 25, 2019, Thursday: Business Owners Mid-Year Outlook Webinar
Webinar presentation with Brian Kazanchy, Partner Andy Kapyrin, Partner and Director of Research Topics include:
- State of the economy
- How will stocks respond to the Fed
- Opportunities in global markets
- How to build an all-weather portfolio
July 10, 2019, Wednesday: Investment Outlook Webinar
Chris Cordaro and Andy Kapyrin share their views on the markets.
Wednesday, July 10 7:00-8:00 pm
Click here to register
July 9, 2019, Tuesday: NYC Event – Mid-Year Outlook
Tuesday, July 9 6:00 - 8:00 pm
RegentAtlantic 551 Fifth Avenue, Suite 2610 New York City
Click here to register
June 26, 2019, Wednesday: Your Celgene Stock – Hold, Sell, or Gift? What Each Choice Could Mean for You
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.
May 23, 2019, Thursday: Business Owner Mid-Year Planning Webinar
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
May 8, 2019, Wednesday: Medicare Webinar – A Deeper Dive
- Social Security
- Taxes
- Long-Term Care
- Employee Health Plans
April 22, 2019, Monday: ESG Investing Presentation – St. Bernard’s Church
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
Click here to register
April 22, 2019, Monday: ESG Investing Webinar
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
April 17, 2019, Wednesday: Investment Outlook Webinar
Chris Cordaro and Andy Kapyrin share their views on the markets.
Wednesday, April 17 7:00-8:00 pm
Click here to register
April 3, 2019, Wednesday: Wall Street Women Forum®
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.
March 27, 2019, Wednesday: Strategies for Celgene Stockholders: Part II
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
March 19, 2019, Tuesday: NYC Event – Opportunity Zones
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
Click here to register
February 20, 2019, Wednesday: Medicare – When to Enroll? Webinar
Medicare - When to Enroll?
- Review of Medicare basics
- The two major Medicare enrollment periods
- How to sign up for Medicare during the appropriate enrollment period
February 13, 2019, Wednesday: Investment Outlook Webinar
Chris Cordaro and Andy Kapyrin share their views on the markets
Wednesday, February 13 7:00-8:00 pm
Click here to register
January 2019: Annual Investment Outlook
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.
January 24, 2019, Thursday: 5 Strategies Celgene Stockholders Need to Know
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
December 17, 2018, Monday: Understanding Opportunity Zones Webinar
- A unique opportunity to defer, reduce or eliminate capital gains tax
- Where these opportunity zones exist
- How they are structured
- Ways you can invest
December 11, 2018, Tuesday: NYC Event – Holiday Open House
Join us for a Holiday Open House in our New York City office. Click here to register
December 6, 2018, Tuesday: Year-End Planning for Business Owners Webinar
Business Owners Group Webinar Presentation
- Capitalizing on the Federal 20% Pass Through Business Tax Deduction
- Changes to NJ taxes for 2018
- Portfolio tax management tips
- Company 401(k) plan review
- Upstream gifts to reset cost basis in company stock (and other appreciated assets)
- Economic Opportunity Zones
November 14, 2018, Wednesday: Medicare Open Enrollment Webinar
November 13, 2018, Tuesday: NYC Event – Planned Giving Under the Tax Law Change
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
November 5, 2018, 6:30 pm, Monday: Verizon Employees Considering Voluntary Separation Program
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
October 25, 6:30 pm, Thursday: Verizon Employees Considering Voluntary Separation Program
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
October 23, 7:30 am, Tuesday: Verizon Employees Considering Voluntary Separation Program
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
October 17, 2018, Wednesday: Retirement Outlook, Morristown
Topics include: taxes, withdrawal strategies and prioritizing the next steps. Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Click here to register
October 16, 2018, Tuesday: You and Your Aging Parent, Morristown
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
October 11, 2018, Thursday: RegentAtlantic Q4 2018 Investment Outlook
October 9, 2018, Tuesday: You and Your Aging Parent, New York City
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
September 27, 2018, Thursday: Retirement Outlook, Morristown
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.
September 26, 2018, Wednesday: Retirement Outlook, New York City
Topics include: taxes, withdrawal strategies and prioritizing the next steps. Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Click here to register
September 20, 2018, Thursday: RegentAtlantic Neighborhood Nonprofits Group Symposium
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.
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
September 13, 2018, Thursday: Retirement Outlook, New York City
Topics include: taxes, withdrawal strategies and prioritizing the next steps. Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Click here to register
July 11, 2018, Wednesday: RegentAtlantic Q3 2018 Investment Outlook
June 12, 2018, Tuesday: The Buzz about Bitcoin
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 informationJune 12, 2018, Tuesday: Aligning Your Investments with Your Values and Best Practices for Sustainable Endowment Spending
June 5, 2018, Tuesday: You and Your Aging Loved Ones
Presentation exclusive to the New York Community Trust Women's Financial & Philanthropic Learning Series. Please email for more information.
April 18, 2018, Wednesday: Wall Street Women Forum®
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.
April 4, 2018, Wednesday: RegentAtlantic Q2 2018 Investment Outlook
January–February 2018: Annual Investment Outlook
Click date to RSVP Location: New Jersey, Morristown
November 9, 2017, Thursday: Retirement Outlook, New York City
Presentation, discussion, and refreshments. 6:00 – 8:00 pm. Click here to register
October 25, Wednesday: Current Conversations – You and Your Aging Parents
October 19, 2017, Thursday: Retirement Outlook, New York City
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.
October 12, 2017, Thursday: Women and Wealth Discussion at Kemmerer Library, Harding Township
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.
October 11, 2017, Wednesday: RegentAtlantic Fourth Quarter 2017 Investment Outlook
October 3, 2017, Tuesday: New York Office Open House
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
September 19, 2017, Tuesday: RegentAtlantic Neighborhood Nonprofits Group Symposium
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
September 14, 2017, Thursday: Retirement Outlook
Presentation, discussion and refreshments 6:00 - 8:00 pm Click here to register
September 12, 2017, Tuesday: Current Conversations: Divorce & Prenuptials – Four things to know before you sign
Presentation, conversation and refreshments. 11:30 am - 1:30 pm Click here to register
September 12, 2017, Tuesday: RegentAtlantic Book Club Discussing Trevor Noah’s Latest Book
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.
July 12, 2017, Wednesday: RegentAtlantic Third Quarter 2017 Investment Outlook
June 27, 2017: Webinar-How Business Owners Can Enjoy Your Summer Vacation
Five personal financial areas for business owners to address now so you can relax and enjoy your summer vacation. To register, click here
June 14, 2017, Wednesday or June 15, 2017, Thursday: Planned Giving – A Presentation and Conversation
June 8, 2017, Thursday: Counterintelligence Strategy for your Business: Adopting an Offensive Mindset
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
June 6, 2017, Tuesday: Current Conversations Featuring Chris Cordaro
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
April 26, 2017, Wednesday: RegentAtlantic Wall Street Women Forum®
RegentAtlantic Wall Street Women Forum® Location: New York City For more information, contact: Jane Newton
March 29, 2017, Wednesday: RegentAtlantic Neighborhood Nonprofits Group Symposium
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.
January – February 2017: Investment Outlook
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
Wednesday, January 11, 2017, Current Conversations
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
December 15, 2016 Chris Cordaro on CNBC Closing Bell
Chris Cordaro on CNBC Closing Bell at 4:30 PM EST.
December 7, 2016, Charting Our Course Claiming Our Future
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.
CNBC
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.
November 14, 2016, Monday: Post Election Webinar
If you were not able to participate in our Post Election Webinar, you can view it here.
October 19, 2016, Wednesday: You and Your Aging Parents: Navigating the Legal, Financial and Emotional Maze
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
October 10, 2016, Monday: Quarterly Investment Outlook Webinar
If you were not able to participate in our Quarterly Investment Outlook webinar, you can view it here.
October 5, 2016, Tips for the NextGen Advisor – Lunch Panel – FPANJ
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!
September 20, 2016, Tuesday: Retirement Outlook
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
September 15, 2016, Thursday: Retirement Outlook
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
August 18, 2016, Thursday: RegentAtlantic Financial Literacy Program Presentation for CFNJ
Cynthia Aiken and Bryan Smalley present the RegentAtlantic Financial Literacy Program to students for the Community Foundation of New Jersey http://cfnj.org/
July 6, 2016, Wednesday: Quarterly Investment Outlook Webinar
If you were not able to participate in our Quarterly Investment Outlook webinar, you can view it here.
June 23, 2016, Thursday: Planned Giving: A Presentation and Conversation
Presented by the Neighborhood Nonprofits Group Location: RegentAtlantic office, Morristown, New Jersey For more information, contact: Jim Sonneborn
June 22, 2016, Wednesday: Jim Ciprich speaking at The Atrium at Navesink Harbor
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.
June 21, 2016, Tuesday: Planned Giving: A Presentation and Conversation
Presentation by the Neighborhood Nonprofits Group Location: RegentAtlantic office, Morristown, New Jersey For more information, contact: Jim Sonneborn
June 3, 2016, Friday: The LeadingAge New Jersey 2016 Annual Meeting & Exposition (June 1-3)
Jim Ciprich presenting “Selling the Life Plan Community… To Financial Advisors” Location: Harrah’s, Atlantic City For more information, contact: Jim Ciprich