Event: Advice for Widows and Widowers presented by The Investors Club
Speakers: Cary Carbonaro, MBA, CFP®
When: 2:00pm - 3:30pm,
Where: First Presbyterian Church (in the auditorium)
722 East Ridgewood Avenue
Ridgewood, NJ 07450
Telephone: (201) 652-2504
Description:
Often after the passing of a loved one, grief can consume an individual and making decisions can become difficult, particularly when it comes to money. Cary will discuss how to cope with the loss and why it's important to put together a financial plan/investment strategy to succeed for the future, especially during retirement.
Event: Ed Slott's 2-day IRA Workshop for Elite and Master Elite Members
Speakers: Ed Slott, CPA
Attendees: Cary Carbonaro, MBA, CFP, Thomas J. Geraghty, Jr. CPA, CFP, AIFA
When: All-day Event
Where: Rosen Centre
Orlando, Florida
Description:
Cary and Tom are spending their weekend to enhance their knowledge and skills in the area of technical and complex IRA issues and mechanics. We at Stonegate feel confident that you as our clients will benefit from their increased expertise.
Event: William Paterson University - Student Chapter FPA Panel
Speakers: Nick Nicolette, CFP® , Debra L. Morrison, CFP®, MS, AEP, Richard Westhelle
Title: "Financial Planning as a Profession, an Industry, and an Association"
When: 11:00AM - 12:00PM
Where: William Patterson University, 1600 Valley Road in Wayne, NJ
Description: Speakers field student questions of what its like to be in the financial planning industry, how their experience shaped their careers, and what students wanting to break into the industry can expect and how they should pursue their first career endeavor.
Event: Do It Herself - A Journey to Financial Freedom
Speakers: Mike Borowski, CPA, CFP®, Kim Viscuso, CRPS, Richard Westhelle
Title: Intermediate/Advanced Investing
When: 1:00PM - 2:45PM
Where: Caldwell College, Alumni Theatre, 120 Bloomfield Avenue, Caldwell, NJ
Description:
Event Link: http://www.moneymattersnj.com/resources/event.cfm?eventid=81
TV Appearance: Financial Segment: Why Money is One of the Top 10 Obstacles for Couples
Speakers: Tamsen Fadal of PIX Morning News, Cary Carbonaro, MBA, CFP®
Channel: WPIX News, NY Channel 11
When: 8:20AM - 8:45AM
Description:
Cary will be talking about how money can be a major challenge for couples, espcially married couples and what they can do to address any issues before they arise. She will presenting a step-by-step financial guide as well as a wedding checklist for how couples should prepare before and after their wedding.
Event: The New York Magical Wedding Launch Party
Speakers: Tamsen Fadal and PIX Morning News
Appearance by: Cary Carbonaro, MBA, CFP®
TV Series: "The New York Magical Wedding" presented by Scotto Brothers on WPIX
When: 7:00AM - 9:00AM
Where: New York Helmsley Hotel, Midtown Manhattan
Description:
“The New York City Magical Wedding Presented by Scotto Brothers on PIX,” is a 21-week series on PIX Morning News offering wedding tips and trends, culminating in the winning couple receiving their dream wedding which will be televised live on PIX Morning News.
On Wedding Wednesday, July 7th the festivities begin with the launch party for “The New York City Magical Wedding” at the iconic New York Helmsley Hotel, located in Midtown Manhattan on East 42nd Street. “The New York City Magical Wedding” launch party will be held from 7am-9am in the hotel’s Knickerbocker Suite, where Tamsen Fadal and PIX Morning News will be live on-air all morning.
As a sponsor, Stonegate Wealth Management will be attending the launch party and will be on exhibition during the event . As a part of the sponsorship, Stonegate is giving away a comprehensive financial plan from Cary Carbonaro, MBA, CFP® to the selected winner of the series. Stonegate has also produced a checklist for all newly married couples entitled "A Bride's Guide to a Successful Financial Partnership" which we will be giving away at the release party.
For more information, click to view the official press release here.
To view our wedding checklist, "A Bride's Guide to a Successful Financial Partnership", click here.
Event: Speaking Event at William Paterson's Student Chapter of the Financial Planning Association
Speakers: Cary Carbonaro, MBA, CFP®
Title: "How to Market Yourself"
When: 12:30PM - 1:30PM
Where: William Paterson University, Business School, 1600 Valley Rd., Wayne NJ, 07470
Description: In any business, you need to be able to market yourself. Cary goes into detail on how to market yourself, specifically as a financial planner/investment advisor.
Event: Lunch & Learn at Bella Collina
Speakers: Cary Carbonaro, MBA, CFP®
Title: "Managing Personal & Business Finances"
When: 12:00PM - 12:30PM
Where: Bella Collina Club, Monteverde, FL (http://www.bellacollina.com)
Cost: $20/per person, includes lunch. Only available to current Bella Collina Club Members.
Description: The club members of Bella Collina have the unique opportunity to attend a lunch & learn session to learn the in's-and-out's of personal and business finance.
Click here to register.
Event: Osceola County Tax Collector's Office - Service Training Day
Speakers: Cary Carbonaro, MBA, CFP®
Title: Basics of Financial Planning
When: 12:30PM - 3:30PM
Where: Osceola County Tax Collector's Office, Florida
Description: An inside look at the basics of personal finance and financial planning.
Event: Do it Yourself - A Journey to Financial Freedom
Speakers: Cary Carbonaro, MBA, CFP® and Michael Borowski, CPA, CFP®
Title: Money Management and Investment Tips for Young Women
When: 10:30AM - 12:00PM
Where: Seton Hall University, Jubilee Hall - Room 220
Description: Young women encounter many firsts - paying off student loans, setting up a new household, insurance, marriage, children, investing and saving for retirement. But changes in the current economic climate are affecting young adult's ability to reach their dreams. Attend this session and learn how to implement good money management and savings strategies so you can be better prepared to achieve your financial vision.
Click Here for Presentation Slides
Event: New Jersey Society of Certified Public Accountants – Morris County Chapter
Speakers: Thomas J. Geragthy, CPA, CFP®, AIFA® and Charles Fridinger, CFP®, AIF®, QPA, QKA
Title: 401k Plan Opportunities and Pitfalls, “A CPA must know”
Where: Morris County, NJ
Description: Explains the fundamental concepts of fiduciary responsibilty and process in regards to qualified plans.
Click Here for Presentation Slides
Event: New Jersey Society of Certified Public Accountants – Union County Chapter
Speakers: Thomas J. Geragthy, CPA, CFP®, AIFA® and Charles Fridinger, CFP®, AIF®, QPA, QKA
Title: 401k Plan Opportunities and Pitfalls, “A CPA must know”
Where: Union County, NJ
Description: Explains the fundamental concepts of fiduciary responsibilty and process in regards to qualified plans.
Click Here for Presentation Slides
Event: New Jersey Society of Certified Public Accountants – Essex County Chapter
Speakers: Stephen Craffen, MBA, MS, CFA and Kenneth Bagner, CPA, MST of Sobel & Co LLC
Title: Fiduciary Standards and Suitability for Defined Contribution Plans
Where: Essex County, NJ
Description: Addressed issues related to fiduciary standards as they apply to defined contribution plans and suitability of investment options offered to participants within the plans. The presentation was done in conjunction with Ken Bagner from Sobel & Co. Ken's presentation focused on how to audit Defined Contribution Plans.