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Upcoming Events

August 28th – How to Measure a Successful 401(k) Plan Webinar

Time: Tuesday, August 28th, 2018 @ 1pm-2pm
Register Here
Description: This webinar will cover how to evaluate a 401(k) plan to determine its success in the following areas: Participation Rates, Deferrals, Plan Design, Education & Financial Wellness Programs, Auto-Features & Other Plan Provisions

September 13th – Tax Reform For Business Owners

Time: Thursday, September 13th, 2018 @5:30p – 7:30p
Location:  Wyckoff Library – 200 Woodland Ave, Wyckoff, NJ
Description: New tax laws have created opportunities for business owners to save money and reduce taxes. Join us for an informative evening on: Tax Reform Impact, Qualified Retirement Plans, and the 20% Qualified Business Income Deduction. Light refreshments to be served.

September 25th – Tax Reform For Business Owners

Time: Tuesday, September 25th, 2018 @5:30p – 7:30p
Location:  Ridgewood Public Library – 125 N Maple Ave, Ridgewood, NJ
Description: New tax laws have created opportunities for business owners to save money and reduce taxes. Join us for an informative evening on: Tax Reform Impact, Qualified Retirement Plans, and the 20% Qualified Business Income Deduction. Light refreshments to be served.

September 27th – CPE/CLE Seminar

Time: Thursday, September 27th, 2018 @8am-11am
Location: Doubletree By Hilton Tarrytown, 455 S. BROADWAY, TARRYTOWN, NY 10591
Courses: Pointers for fiduciaries from the 401(k) auditor (1 CPE CREDIT)
How to measure a successful 401(k) plan (1 CPE CREDIT)

October 3rd – The Power of the Retirement Plan Exchange – 1 CPE Credit

Time: Wednesday, October 3rd, 2018 @1p – 2p
Online Webinar
Description: 1 CPE Credit for a webinar by Transamerica on their new platform for small and micro sized 401k retirement plans

October 9th – Tax Reform For Business Owners

Time: Tuesday, October 9th, 2018 @5:30p – 7:30p
Location: Upper Saddle River Public Library – 245 Lake St, Saddle River, NJ
Description: New tax laws have created opportunities for business owners to save money and reduce taxes. Join us for an informative evening on: Tax Reform Impact, Qualified Retirement Plans, and the 20% Qualified Business Income Deduction. Light refreshments to be served.

October 16th – Tax Reform For Business Owners

Time: Tuesday, October 16th, 2018 @5:30p – 7:30p
Location:  Louis Bay 2nd Library – Hawthorne – 345 Lafayette Ave, Hawthorne, NJ
Description: New tax laws have created opportunities for business owners to save money and reduce taxes. Join us for an informative evening on: Tax Reform Impact, Qualified Retirement Plans, and the 20% Qualified Business Income Deduction. Light refreshments to be served.

October 18th – CPE/CLE Seminar

Time: Thursday, October 18th, 2018 @8am-11am
Location: Saddle Brook Marriott, 138 New Pehle Ave, Saddle Brook, NJ 07663
Courses:  1031 Exchanges with Marie Flavin of IPX 

October 23rd – CPE/CLE Seminar

Time: Tuesday, October 23rd, 2018 @8am-11am
Location: DoubleTree by Hilton Tarrytown, 455 S Broadway, Tarrytown, NY 10591
Courses:  1031 Exchanges with Marie Flavin of IPX 

October 25th – Tax Reform For Business Owners

Time: Tuesday, October 25th, 2018 @6:00p-8:00p
Location: River Edge Public Library – 685 Elm Ave, River Edge, NJ
Description: New tax laws have created opportunities for business owners to save money and reduce taxes. Join us for an informative evening on: Tax Reform Impact, Qualified Retirement Plans, and the 20% Qualified Business Income Deduction. Light refreshments to be served.

November 1st – CPE/CLE Seminar

Time: Thursday, November 1st, 2018 @8am-11am
Location: Saddle Brook Marriott, 138 New Pehle Ave, Saddle Brook, NJ 07663
Courses: Retirement Plan Design with Danziger & Markhoff

November 6th – CPE/CLE Seminar

Time: Tuesday, November 6th, 2018 @8am-11am
Location: DoubleTree by Hilton Tarrytown, 455 S Broadway, Tarrytown, NY 10591
Courses:  Retirement Plan Design with Danziger & Markhoff 

November 6th – Tax Reform For Business Owners

Time: Tuesday, November 6th, 2018 @5:30p – 7:30p
Location: Westwood Free Public Library – 49 Park Ave, Westwood, NJ
Description: New tax laws have created opportunities for business owners to save money and reduce taxes. Join us for an informative evening on: Tax Reform Impact, Qualified Retirement Plans, and the 20% Qualified Business Income Deduction. Light refreshments to be served.

November 13th – Tax Reform For Business Owners

Time: Tuesday, November 13th, 2018 @6:00p – 8:00p
Location: Franklin Lakes Public Library – 470 de Korte Dr, Franklin Lakes, NJ
Description: New tax laws have created opportunities for business owners to save money and reduce taxes. Join us for an informative evening on: Tax Reform Impact, Qualified Retirement Plans, and the 20% Qualified Business Income Deduction. Light refreshments to be served. –

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