Financial Wellness Series

Professional Studio™

From our signature Financial Wellness SeriesTM presentations to custom created topics catered (customized for your organization’s needs) to your organization, we are here to help deliver the impactful and user-friendly financial education today’s constantly changing environment demands! To learn more about upcoming events, and to learn more about our program, call (908) 392-0901 or email


Taxes in Retirement
Thursday, November 18 | 6:00PM ET

Presenters: Greg Dillon and Rich Gustafson


Strategies to Maximize Your Social Security Benefits
Tuesday, November 30 | 6:00PM ET

Presenters: Steven Rich and Ash Ahluwalia



Taxes in Retirement

Tuesday, October 26 | 6:00PM ET
Tuesday, September 28 | 11:00AM ET
Tuesday, September 14| 6:00PM ET

Strategies to Maximize Social Security

Wednesday, October 27 | 6:00PM ET
Thursday, September 30 | 11:00AM ET
Wednesday, September 15| 
6:00PM ET

Presenter:Ash Ahluwalia

Financial Literacy for Parents: How to Educate Your Kids About Money

Thursday, September 23 | 11:00AM ET

Presenter: Stephen Bene

Ready to maximize income, minimize taxes and protect your family?