Attend an Event
Ready to take control of your future? Attend one of our upcoming events.
You're Invited!
Our seminars and events focus on financial concerns many people have about retirement, including having enough money to do what they enjoy, paying for health care and covering unexpected expenses.
Get the information you need to take charge of your financial future by registering for one of the events below!
Upcoming Events:
Maximize Social Security. Minimize Taxes. Protect Your Retirement
Date:
April 28th, 2026 and April 30th, 2026
Time:
6:00 - 7:15 PM
Presenters
Scott S. McLean, RFC®
George Kastanis, CFP®, BFATM
Location
Lacey Township HS Lecture Hall 73Haines St, Lanoka Harbor, NJ 08734- Register
Trusts vs. Wills: What New Jersey Families Must Know to Protect Their Assets and Avoid Costly Mistakes
Date
May 5, 2026 and May 7, 2026
Time
6:00 - 7:15 PM
Presenters
Scott S. McLean, RFC®
George Kastanis, CFP®, BFATM
Location
Barnegat High School Media Center 180 Bengal Blvd Barnegat, NJ 08005
Register