Past Events

April 15, 2021 Estates and Probate in the Age of COVID
Rosemarie D. Peters, Esq., Monmouth County Surrogate
April 6, 2021 Duties and Considerations of a Trustee
Marie L. Tormey EVP, Chief Fiduciary Officer, PNC Asset Management Group & Jodi Friend, Senior Counsel, PNC Bank NA
March 18, 2021 NJ Medicaid Math and Resources for Adults with Disabilities
Crystal West Edwards, Principal. Porzio Bromberg
March 2, 2021 “ I TOLD YOU SO” Life Insurance and Annuities - How the “Experts” Were So Wrong ...
Mark D. Lowe, CFP, ChFC, CLU
February 18, 2021 Transitioning Wealth to the Next Generation: Case Studies in Wealth Gone Awry
Jeff Savlov
February 2, 2021 Effects of COVID 19 on Business Valuations
Roy H. Kvalo, CPA/ABV/CFF/CGMA, CVA
December 1, 2020 Estate Planning & Estate Administration During the Pandemic
Dana A. Bennett & Richard H. Greenberg
November 19, 2020 Understanding Senior Care Options - Life Resource Planning Explained
Kim D’Angiolillo, CSA - Kupuna Consulting
November 3, 2020 The Trump Vs Biden Tax Plans
Bryan M. Kuderna, CFP®, MSFS, RICP®, LUTCF®
October 22, 2020 PPP Loan Forgiveness & Key Tax Issues
Edward P. Rigby, CPA, MST
October 6, 2020 Daily Money Management
Bernie Sokal, MBA, - President, MoneyCare Financial, LLC
September 17, 2020 Social Security and COVID-19: New Strategies to Maximize Benefits
Ash Ahluwalia, CFP®, MBA, Head of Social Security Planning, OneTeam Financial
September 1, 2020 CARES Act Overview
Lynn A. Conover, CPA, CFBA Tax Partner, The Curchin Group
March 3, 2020 Updates to CCRC Planning in 2020
Jim Ciprich, CFP®, MBA & Melissa Weisz, CFP®, CFA, RegentAtlantic
February 20, 2020 NJ Security and Financial Empowerment (SAFE) Act
Arlene Ferris-Waks, Director of Investor Outreach, New Jersey Bureau of Securities
February 4, 2020 Heckerling Review and 2020 Baseball Predictions
Richard H. Greenberg, Greenberg & Schulman Attorneys at Law
December 3, 2019 Biagnostics® - Where Behavioral Finance Meets Client Experience
Mike Savage, CFA - Charles Schwab, Director, Senior Client Portfolio Strategist
November 21, 2019 Assset Protection Considerations
Gary K. Hager, CFP®, CBEC®
November 5, 2019 Securing Your Client’s Testamentary Intent
Stephen J. Pagano, Partner - Riker Danzig
October 17, 2019 Year End Giving Considerations
Special Guest Speaker
October 1, 2019 Proactive Aging using Whealthcare Planning
Thomas Duffy, CFP®, Jersey Shore Financial Advisors LLC
September 19, 2019 Recent Developments in Estate Administration - The Role of the Funeral Representative and Probating of Unsigned Wills
Christopher Olszak Esq
September 4, 2019 Planning For Digital Assets
Andrew J. DeMaio, Esq., Neff Aguilar
June 20, 2019 8,000 Days of Retirement
Bill McManus, CIMA®, Managing Director, Strategic Markets at Hartford Funds
June 4, 2019 Business Valuation Guidance for Estate Planning
Roy H. Kvalo, CPA, ABV/CFF/CGMA, CVA, The Curchin Group LLC
May 16, 2019 Estate Planning with Art Assets
Michelle Bergeron Spell, Member, Chiesa Shahinian & Giantomasi PC
May 7, 2019 Medicaid for Estate Planners Revisited-Tips, Tricks, And Traps Including Trusts and other Techniques
Gary B. Garland, Esquire, Garland Law Offices, P.A.
April 18, 2019 Estate Planning with Special Needs Trusts
Margaret A. Spaziani, Giordano, Halleran & Ciesla, P.C.
April 2, 2019 Estates-Discovering Problems After Death and How to Possibly Correct Them
Dana A. Bennett, Bennett & Wyatt LLC
March 21, 2019 Qualified Opportunity Zones
Matt S. Kelley, Ernst and Young, LLP
March 19, 2019 Considerations in Real Estate
Kevin Asadi, Esq., Zacher Fuchs PC
March 5, 2019 The Upside Down World of Estate Planning with the New Massive Exemption Amount
Richard Greenberg Esq., Greenberg and Schulman
February 21, 2019 The Missing Piece of Financial Planning - Property and Casualty
Brian P. Boak
December 4, 2018 Recent Developments in T & E Litigation
Andrew J. DeMaio, Esquire & Kenneth J. Lackey, J.D., LL.M.
November 15, 2018 The Intersection of Estate Planning and Divorce
Sandra C. Fava, Esq.
November 6, 2018 Questions, Curiosities and Reverse Mortgage Inquiries
Darryn Silver Murdoch
October 18, 2018 Sex, Drugs & Rock ‘N Roll: Family Business Lessons from Metallica
Jeffrey A. Savlov
September 27, 2018 Best Practice Planning and Handling of Collector Car Assets
M. Peter Neumann & Steve Linden of Chrome Strategies Management LLC
June 15, 2017 Dinner Topic: Life Insurance in Estate Planning
Lee Slavutin, MD CLU
June 6, 2017 Breakfast topic: Estate Tax
Rich Greenberg
May 18, 2017 Dinner Topic: Family Governance
Jeff Savlov
May 2, 2017 Breakfast topic: Reverse Mortgage update
Darryn Murdoch
April 20, 2017 Dinner Topic: Estate Planning Controversy/Litigation
Frank Agostino, Esq.
April 4, 2017 Breakfast topic: 4th Quarter Planning Part 2
Alvelo/Duffy
March 7, 2017 Breakfast topic: 4th Quarter Planning Part 1
Duffy/Alvelo
February 16, 2017 Dinner Topic: International Estate Planning
Marc Selden, Esq.
February 7, 2017 Breakfast topic: “The Intersection of Forensic Accounting & Estate Planning”
Marshall Morris, CPA/ABV/CFF
December 6, 2016 Breakfast topic: New Jersey tax law reform – gas, estate, and income tax changes
Jim Ciprich & Eric Furey
November 1, 2016 Breakfast topic: Dept of Labor Fiduciary Standard
John Crosby & Bill Stratton
October 5, 2016 Breakfast topic: Buy Sell Valuation Traps
Roy Kvalo
February 2, 2016 "Reverse Mortgages as a Financial Planning Tool"
Darryn Murdoch
December 1, 2015 "Decanting-are irrevocable trusts really irrevocable? New Jersey's response to the new Uniform Trust Decanting Act"
Dana Bennett, Mary Pat Magee, Andrew DeMaio, Esquires
November 19, 2015 "Investing for a New World: Managing Through Low Yields and High Volatility"
Mark Peterson
November 3, 2015 "Mr. Moneybags' Will, The Family Compound. The Dynasty Trust. Tax and Practical Consequences Common Sense. Common Misperceptions. What We Know. What Our Clients May Not Know. A Review of the Basics"
Stephen J. Oppenheim, Esquire
October 15, 2015 "Making the First Choice the Right Choice"
Kevin Fletcher
October 6, 2015 "Continuing Care Retirement Communities-Understanding the Planning Opportunities"
James Ciprich, MBA, CFP
September 17, 2015 "Creative Settlement Options for Alimony and Equitable Distribution; Emerging Trends in Alimony and Child Support"
Jessica N.l Mazur, Esquire
September 1, 2015 "Minimizing Risk for the Executor-Administering Unique Assets (such as firearms)"
Richard C. Dworzak, CFP
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