Past events

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 Moderated by Carolyn Simon, Wealth Strategist 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 hosted by Carolyn Simon 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