Modera Wealth Management

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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

Offices

Massachusetts	535 Boylston St., Suite 300, Boston, MA 02116	T:617.247.0518
New Jersey	56 Jefferson Ave., Westwood, NJ 07675	T:201.768.4600
North Carolina	831 East Morehead Street, Suite 760, Charlotte, NC 28202	T:704.358.3322
Georgia	5555 Glenridge Connector, Suite 150, Atlanta, GA 30342	T:678.833.1166
Florida	221 W. Main St., Suite A, Inverness, FL 34450	T:352.746.4460

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.

Upcoming Events

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