Events

Seminar with Reich Asset Management & the Begley Law Group

Women & Wealth Monthly Workshop – May 13th

Join us for our Women & Wealth Monthly Workshop Series- a complimentary, confidence-building financial workshop designed for women of all ages and experience levels.

Enjoyable Retirement Solution Seminar

Enjoyable Retirement Solution Seminar with Eric Reich and Kyle McClure

Young Adult Financial Literacy Seminar w/ Kyle McClure

Young Adult Financial Literacy Seminar with Kyle McClure. Pizza and light refreshments will be provided. All minors must be accompanied by an adult.

Estate Planning & Real Estate Law Seminar with Brandon D. Walcott, Esq. of The Law Offices of Brandon D. Walcott LLC

Join us for a complimentary Estate Planning & Real Estate Law seminar with Brandon D. Walcott, Esq. of The Law Offices of Brandon D. Walcott LLC.

Women & Wealth Monthly Workshop – April 14th-Investing Made Simple for Women

Join us for our Women & Wealth Monthly Workshop Series- a complimentary, confidence-building financial workshop designed for women of all ages and experience levels.

Women & Wealth Monthly Workshop – March 10th - Budgeting: An Opportunity to Design the Life You Want

Join us for our Women & Wealth Monthly Workshop Series- a complimentary, confidence-building financial workshop designed for women of all ages and experience levels.

Women & Wealth Monthly Workshop – February 10th

Join us for our Women & Wealth Monthly Workshop Series — a complimentary, confidence-building financial workshop designed for women of all ages and experience levels.

Women & Wealth Monthly Workshop – August 11th

Join us for our Women & Wealth Monthly Workshop Series- a complimentary, confidence-building financial workshop designed for women of all ages and experience levels.

Young Adult Financial Literacy Seminar w/ Kyle McClure

Young Adult Financial Literacy Seminar with Kyle McClure. All minors must be accompanied by an adult. *All minors must be accompanied by an adult

Estate Planning Seminar Q&A with Jeffrey P. Barnes, Esq.

Estate Planning Seminar Q&A with Jeffrey P. Barnes, Esq. of KingBarnes

Long-Term Care Planning Seminar

Long-term care planning seminar with Eric Reich and Kyle McClure

Year-End Tax Planning Strategies Seminar

Join us for our Year-End Tax Planning Strategies Seminar on Wednesday, October 22nd with Anthony Panetta of CBIZ. This event is a must-attend for anyone seeking to stay informed and proactive about their tax preparation.

Medicare Seminar with Tara Becker of Becker Benefits & Senior Planning

Join us for a complimentary discussion on Medicare with Tara Becker of Becker Benefits & Senior Planning.

Seminar with Reich Asset Management & the Begley Law Group

Protect your retirement and legacy! Join us for a complimentary seminar with the Begley Law Group on Tuesday, June 24th at 10 am. To register, please visit www.begleylawgroup.com or call 800-533-7227. Thank you!

Free Paper Shredding Event

We're offering a complimentary paper shredding event on Saturday, June 7th from 9:00 am - 12:00 pm. Please note that we are limiting the shredding to 5 boxes of paper per person. You are welcome to multiple trips as long as the line is short.

Women's Financial Literacy Workshop and Panel Discussion w/ Jodie Booth

Join us on Thursday May 29th for our Women's Financial Literacy workshop and panel discussion w/ Jodie Booth!

Young Adult Financial Literacy Seminar

Join us for our Young Adult Financial Literacy Seminar with Kyle McClure! *All minors must be accompanied by an adult

Estate Planning Seminar Q&A with Jeffrey P. Barnes, Esq.

Estate Planning Seminar Q&A with Jeffrey P. Barnes, Esq. of KingBarnes

Young Adult Financial Literacy Seminar

Save the date for our Young Adult Financial Literacy Seminar with Kyle McClure! *All minors must be accompanied by an adult

Seminar with the Begley Law Group-The Top 6 Ways to Protect Your Retirement and Legacy

Join us for a complimentary seminar with the Begley Law Group on Monday, November 11th at 10 am to learn the top 6 ways to protect your retirement and legacy! To RSVP, please visit Begleylawgroup.com or call 800.533.7227. Thank you!

Upper Township Free Community Paper Shredding

Reich Asset Management, Upper Township, the Upper Township Business Association, and the Upper Township Green Team are teaming up to offer a complimentary paper shredding event on Saturday, November 2nd from 9:00 am - 12:00 pm.

Year-End Tax Planning Strategies Seminar

Join us for our Year-End Tax Planning Strategies Seminar on Wednesday, October 23rd with Anthony Panetta of Marcum LLP. This event is a must-attend for anyone seeking to stay informed and proactive about their tax preparation.

Elder Fraud Seminar w/ FBI Special Agent Dean DiPietro

Join us for a seminar on the topic of Elder Fraud, which will cover: What is Elder Fraud? What are common Elder Fraud Scams & Schemes? How do I protect myself? How do I report it?

Medicare Seminar with Tara Becker of Becker Benefits & Senior Planning

Join us for a complimentary discussion on Medicare with Tara Becker of Becker Benefits & Senior Planning.

Floyd's 1st Birthday Ice Cream Event

Join us in celebrating Floyd's 1st birthday and supporting the Humane Society of Ocean City! Make a donation or bring towels, dog/cat food, detergent, gloves, etc for the Humane Society and receive a free ice cream treat. Bring your dog for a free pup cup! *While supplies last

Elder Fraud Seminar

Join us for a seminar on the topic of Elder Fraud, which will cover: What is Elder Fraud? What are common Elder Fraud Scams & Schemes? How do I protect myself? How do I report it?

Estate Planning & Real Estate Law Seminar with Brandon D. Walcott, Esq.

Decoding Discounts: Unveiling the True Value of “Saving” on Insurance

During this seminar, we will delve into the often misunderstood realm of insurance discounts, shedding light on the true implications of 'saving' in the insurance landscape. Our expert speaker, Bill McMahon III of McMahon Insurance Agency, will navigate the intricacies, providing valuable insights that will empower you to make informed decisions about your insurance coverage, whether it's home, auto, or liability.