October 12 2017 - Networking & Appreciation Event at Topgolf
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10/12/2017
When: Thursday, October 12, 2017
4:30 PM - 8:30 PM
Where: Topgolf Edison
1013 U.S. Route 1
Signature Room North
Edison, New Jersey  08817
United States


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Date: Thursday, October 12, 2017

 

Time: 4:30 PM - 8:30 PM

 

Location: 

We will be meeting in the Signature Room North.

TopGolf Edison
1013 U.S. Route 1
Edison, NJ 08817


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Registration Fees: 

FPANJ Member - $35

Non-Member - $60

All registration fees are Non-refundable. No Onsite Registration Available.

 

Special Thanks to our Event Sponsors!

 

Baird Equity Asset Management - Charles Kace - (617) 817-8214 - ckace@rwbaird.com

Chartwell Investment Partners - Thomas DiBari, CIMA - (917) 865-0365 - dibari@chartwelltscs.com
Equinox Funds
- Ryan Cosentino - (609) 454-5005 - rcosentino@equinoxfunds.com

FlexShares - Lori Missig - (732) 492-7266 - Lm171@ntrs.com

TD Ameritrade Institutional - Vince Leto - (201) 912-5997 - Vincent.Leto@tdameritrade.com

 

 

We are the community that champions the value of financial planning, advances the financial planning profession, and enhances the professional development of its members. The purpose of this event is to be with the people you want to know, gain the knowledge that you need and nurture the relationships that grow. For those of you who missed Karin Price-Mueller at our spring conference, she was invited back to present to our group regarding politics, media and portfolio performance. Learn how to guide your clients to continue to make the right choices in this political climate. At the conclusion of the presentation, join us in having fun driving golf balls in climate-controlled hitting bays, celebrate our volunteers who are the FPA of NJ’s backbone, meet our partners who financially support the FPA of NJ and connect with members of your community that can help build your practice.


"Politics, the Media & Portfolio Performance"

Karin will discuss how the impact of politics and media may have on your clients portfolio. Including managing your political bias and your client’s expectations . We’ll also explore how you can guide your clients to continue to make the right choices in this political climate.


We’ll cover:

  • A review of the political climate (could be tax legislation or other hot topics) that may impact what your clients are thinking and feeling.
  • Why/how your clients’ emotional state could impact their portfolio.
  • How to talk about the political birds and bees with your clients, why it’s a must, and how to treat your own political leanings.
  • How to help them digest all the noise and how it affects their long-term plans.
  • If the markets are still higher, a discussion of how to prepare clients for an inevitable correction and how politics will fit in.
  • Managing clients’ optimism/pessimism based on the hot story of the day.


Meet our Speaker:  
Karin Price Mueller is the founder of NJMoneyHelp.com, a personal finance web site that offers smart and objective advice on everything money. She also writes the Bamboozled consumer affairs column for The Star-Ledger, and a monthly money column for Inside Jersey magazine, and she's been the recipient of many national and local journalism awards. Mueller lives in Monmouth County with her husband, their three kids and their English Mastiff, Mojo. Whatever they don't eat goes into her retirement savings accounts.


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