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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.

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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

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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
Click here to register

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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
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.

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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

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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.

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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
Thursday, January 24 Click a time below to register 7:30-8:00am 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.

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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
Click below to register Monday evening, November 5, 6:30-7:30 pm This session is not a substitute for personalized advice from RegentAtlantic. Please be sure to consult with your tax or legal advisors.

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October 25, 6:30 pm, Thursday: 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
Click below to register Thursday evening, October 25, 6:30-7:30 pm This session is not a substitute for personalized advice from RegentAtlantic. Please be sure to consult with your tax or legal advisors.

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October 23, 7:30 am, Tuesday: 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
Click below to register October 23, 7:30-8:30 am
This session is not a substitute for personalized advice from RegentAtlantic. Please be sure to consult with your tax or legal advisors.

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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

A nonprofit's board represents a collective resource that is often underutilized.  At the Symposium, we'll:
  • 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

Click here to register

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January–February 2018: Annual Investment Outlook

Click date to RSVP

Location: New Jersey, Morristown

Breakfast Presentation: January 10 / January 16 are full. Please email Lisa Bauch to be placed on a waiting list. Evening Reception & Presentation: January 10 / January 11 / January 16 is now full. Please email Lisa Bauch to be placed on a waiting list.
Location: New Jersey, Red Bank Dinner Presentation: January 23
Location: New York, New York Evening Reception & Presentation: January 25
Location: Florida, Naples Dinner Presentation: February 6
Location: Florida, Palm Beach Dinner Presentation: February 7
Location: Florida, Boca Raton Dinner Presentation: February 8

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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  

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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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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

Click here

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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.

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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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