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.

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February 9, 2017 Business Owners’ Seminar: Your Future Starts Today

Business Owners: The best time to plan for tomorrow is today.

Join a special program hosted by: RegentAtlantic, Citrin Cooperman, and Sherman Wells Sylvester & Stableman.  This event features a panel of business owners who will share their stories of success and some of the bumps in the road.

Michele N. Siekerka, Esq., President, New Jersey Business and Industry Association (NJBIA), will lead the panel discussion of business owners and professional specialists, including:

Bernard ‘Bud’ D’Avella, Serial Entrepreneur and Owner, D’Avella Family Office Law and Business Advisory

Howard Hirsch, CEO, Jimmy’s Cookies

Thomas F. Miskewitz, President, Champion Container Corporation

Jeffrey D. Spalt – Principal, Dynamic Engineering Consultants, PC

Brent Beene, Managing Partner, RegentAtlantic

William Connolly, Partner, Sherman Wells Sylvester & Stamelman

Edward Horton, Partner, Citrin Cooperman

FOR MORE INFORMATION OR TO REGISTER, EMAIL: tholston@regentatlantic.com

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Wednesday, January 11, 2017, Current Conversations

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

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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

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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

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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

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