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How has a Trump Presidency affected the markets, financial planning and your bottom line?

April 21,2017
the staff of the Ridgewood blog

East Rutherford NJ, The Financial Planning Association of New Jersey (FPANJ) will host it’s Spring Conference, on Thursday, May 4. the theme is “Navigating the Winds of Change: The DOL, the Fed, and Washington,” and it will be a day of education on what’s happening beyond the headlines, and its impact on advising clients effectively.

Spring Conference will feature nationally-recognized business journalist Ron Insana, who appears on CNBC and MSNBC as well as a nationally-syndicated radio show. He’ll be discussing “Trump 2017: From Washington to Wall Street,” covering the Trump Presidency and the “Trumponomics” order of the day.

It all takes place at the Hilton Meadowlands in East Rutherford, NJ, with check-in and pre-conference with Ben Lewis, FPA PR Director beginning at 7 a.m.; programs following from 8:30 a.m. – 5 p.m.

Additional keynote speakers featured throughout the day include:

Attorney Joan M. Neri, who’ll be discussing the Fiduciary Status and how those rules impact services provided to investors with IRAs and 401(k)s

Douglas Peebles, CIO of AllianceBernstein, talking about the Current State of Fixed Income

Kenneth Haman of the Advisor Institute with AllianceBernstein, who’ll cover Designing a Practice Standard of Care to help advisers design a model that addresses the Fiduciary Standard with their clients

In between, we’re including excellent breakout sessions to cover marketing, social media, and PR Director Ben Lewis who will be talking about best practices in working with the media, and much more.

The Financial Planning Association of New Jersey is part of The Financial Planning Association® (FPA®). FPA connects those who need, support and deliver professional financial planning. FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.

November 28,2016

the staff of the Ridgewood blog

Ridgewood NJ, The Financial Planning Association of New Jersey (FPANJ) is launching a new, five-part video series to stress the importance of learning about your money, and how a Certified Financial Planner(TM) can play a role in reaching your financial goals.

The series features “man on the street” interviews with people, asking them questions based on the following topics:

Estate Planning
Taxes
College Planning
Social Security
Health Care

“These are topics that everyone – regardless of their income – is impacted by every day, whether or not they want to think about it,” said FPANJ President Rob Rafano. “The purpose is to demonstrate all of the various issues that CFP®s help clients handle, and why not knowing what you don’t know can keep you from building wealth, planning for retirement and so much more.”

The first installment of the Know Your Moneyseries will be on Estate Planning, and can be viewed on the FPANJ’s You Tube Channel. Its debut coincides with a presentation on December 13 on Estate Planning issuesregarding elder law that every CFP® should be aware of.

“We are hoping that this will start the conversation among consumers about how to get started learning more about their finances, saving and investing more, and leaning on the expertise of financial professionals to get them there,” Rafano said, adding, “we are also relying on our local media to help educate the public, as there is always something happening in the news that these videos relate to.”