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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:
Trusts vs. Wills: What New Jersey Families Must Know to Protect Their Assets and Avoid Costly Mistakes
Date
Wednesday May 27th, 2026
Time
6:30 PM
Presenter
Scott S. McLean, RFC®
Location
LBI National Golf & Resort
99 Golf View Dr
Little Egg Harbor Township, NJ 08087
RegisterEstate & Tax Planning Strategies for Wealth Preservation in Today’s Changing Economy
Date
June 4, 2026 and June 10, 2026
Time
6:00 PM
Presenters
Scott S. McLean, RFC®
George Kastanis, CFP®, BFA™
Location
The Waterfront
361 E Lacey Rd
Forked River, NJ 08731
RegisterEstate & Tax Planning Strategies for Wealth Preservation in Today’s Changing Economy
Date
Thursday June 25th, 2026 and Tuesday June 30th, 2026
Time
6:00 PM
Presenters
Scott S. McLean, RFC®
George Kastanis, CFP®, BFA™
Location
Element Restaurant & Bar
635 NJ-72
Stafford Township, NJ 08050
Register