Current & Connected
Current & Connected

Current 
& Connected

Stay current and connected with our firm.

Upcoming Events

January 21, 2016
Westwood, New Jersey
Protecting Your Legacy Against Your Heirs’ Misfortunes
April 7, 2016
Newton Marriott
Financial Planning Workshop
April 27, 2016
Westwood, New Jersey
"Back to the Basics of Financial Planning" seminar

The seminar will give attendees an overview of how a financial plan is built and will provide ideas and suggestions for avoiding the most common financial planning mistakes.  This free event is open to the community.

May 21, 2016
Westwood Public Library
Pigs and Pennies: Financial Literacy for Tots through Teens

Modera is partnering with the Westwood Public Library for this event, geared toward children of all ages.

To register:  http://mwmpigspennies.eventbrite.com/

June 28, 2016
Boston, MA
Making $ense of Finances in your 20s-30s