| Past Events
If you see an event that you missed but would have liked to have attended, give our office a call. It is possible that the event was video recorded or audio recorded. If it was, we will send you a copy. If it was not, we will put you on a guest list should a similar event be scheduled in the future.
March 18th, 2008
Our Offices - Parsippany, New Jersey
Tax Planning Essentials
Join us for a tutorial discussing important income tax planning issues and strategies. As we get closer to Tuesday, April 15th, we have less and less time to properly prepare our returns. This discussion will be informative and should help lay the ground work for tax planning throughout 2008 and into 2009. This is part of our Monthly Workshop Series.
February 19th, 2008
Our Offices - Parsippany, New Jersey
Widow's Wealth Workshop
Join us for a tutorial discussing the challenges that often face those that are thrust into the reality of having to deal with the issues concerning their financial health following the death of a loved one. Often this may be the first time they must face financial decision making alone. This workshop is designed to offer an introduction to the basic concepts of wealth management. This is part of our Monthly Workshop Series.
January 22nd, 2008
Our Offices - Parsippany, New Jersey
Planning Your Way To A Dignified, Independent, Worry Free, Three Decade Or More Retirement
Join us for an important workshop for anyone interested in dealing with the realities that challenge each of us in our journey toward financial success. Topics that will be addressed include: Understanding The Three Major Obstacles Facing Every Investor, Switching From An Accumulation Mentality To A Distribution Mentality, Why Most Americans (Including Their Financial Advisors) Fail When Planning For Retirement. This is part of our Monthly Workshop Series.
November 15th , 2007
Our Offices - Parsippany, New Jersey
How To Teach Your Children About Money And Investing
Join us for an important workshop for any parent or grandparent interested in picking up where the American Education System leaves off. Unfortunately WQ or Wealth Intelligence is not something acquired at school; it is something that needs to be imparted at home. This is part of our Monthly Workshop Series.
October 25th , 2007
Our Offices - Parsippany, New Jersey
What Every Woman Needs To Know About Wealth Management
Join us for a workshop on wealth management planning for women. This is part of our Monthly Workshop Series.
September 27th , 2007
Our Offices - Parsippany, New Jersey
Financial Health: Important Wealth Management Concepts For Physicians
Join us for a workshop on wealth management concepts important for medical professionals. This is part of our Monthly Workshop Series.
August 23rd, 2007
Our Offices - Parsippany, New Jersey
Wealth Actualization: Living The Prosperity Principles
Back by popular demand. Join us for a workshop on the development of true wealth through building a thorough understanding of key prosperity principals and implementing them within your daily life. This is part of our Monthly Workshop Series.
July 19th, 2007
Our Offices - Parsippany, New Jersey
How To Teach Your Children About Money And Investing
Join us for an important workshop for any parent or grandparent interested in picking up where the American Education System leaves off. Unfortunately WQ or Wealth Intelligence is not something acquired at school; it is something that needs to be imparted at home. This is part of our Monthly Workshop Series.
June 21st, 2007
Our Offices - Parsippany, New Jersey
Planning Your Way To A Dignified, Independent, Worry Free, Three Decade Or More Retirement
Join us for an important workshop for anyone interested in dealing with the realities that challenge each of us in our journey toward financial success. Topics that will be addressed include: Understanding The Three Major Obstacles Facing Every Investor, Switching From An Accumulation Mentality To A Distribution Mentality, Why Most Americans (Including Their Financial Advisors) Fail When Planning For Retirement. This is part of our Monthly Workshop Series.
May 24 th, 2007
Our Offices - Parsippany, New Jersey
Asset Protection: Mistakes You Can't Afford To Make
Join us for a workshop on asset protection and how it plays into your overall wealth management plan. This is part of our Monthly Workshop Series.
April 26th, 2007
Our Offices - Parsippany, New Jersey
Widow's Wealth Workshop
Join us for a tutorial discussing the challenges that often face those that are thrust into the reality of having to deal with the issues concerning their financial health following the death of a loved one. Often this may be the first time they must face financial decision making alone. This workshop is designed to offer an introduction to the basic concepts of wealth management. This is part of our Monthly Workshop Series.
March 22nd, 2007
Our Offices - Parsippany, New Jersey
Financial Health: Important Wealth Management Concepts For Doctors
Join us for a workshop on wealth management concepts important for medical professionals. This is part of our Monthly Workshop Series.
February 22nd, 2007
Our Offices - Parsippany, New Jersey
What Every Woman Needs To Know About Wealth Management
Join us for a workshop on wealth management planning for women. This is part of our Monthly Workshop Series.
January 25th, 2007
Our Offices - Parsippany, New Jersey
Wealth Actualization: Living The Prosperity Principles
Join us for a workshop on the development of true wealth through building a thorough understanding of key prosperity principals and implementing them within your daily life. This is part of our Monthly Workshop Series.
December 14th, 2006
Wyndham Garden Hotel - Mt. Olive, New Jersey
New Jersey Society of CPA's Member Seminar
Mr. Collins has been invited to speak to NJSCPA Members regarding financial planning and how to incorporate the service into their existing accounting practices. This is a breakfast seminar for members only.
November 21st, 2006
Our Offices - Parsippany, New Jersey
Wealth Management In The New Millennium
Join us for a workshop on wealth management and the various concepts and strategies that often come up in a comprehensive financial plan. This is part of our Monthly Workshop Series.
October 17th, 2006
Our Offices - Parsippany, New Jersey
Asset Protection: Mistakes You Can't Afford To Make
Join us for a workshop on asset protection and how it plays into your overall wealth management plan. This is part of our Monthly Workshop Series.
September 30th, 2006
Fairleigh Dickinson University - Madison, New Jersey
The Financial Planning Association of New Jersey's First Annual Financial Fitness Day
Mr. Collins has been invited as a guest presenter on wealth management. The event is designed to give attendees the opportunity to learn more about various topics concerning financial services. Attendees will have the opportunity to interact with professionals and have their questions answered by experts.
September 19th, 2006
Our Offices - Parsippany, New Jersey
What Every Woman Needs To Know About Wealth Management
Join us for a workshop on wealth management planning for women. This is part of our Monthly Workshop Series.
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