News & Press: FPANJ Chapter News

Look What you Missed at our BTG at Seton Hall on March 7

Monday, March 11, 2019  
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FPA NJ was pleased to attend Seton Hall University, on Thursday, March 7th to present Bridge the Gap – Get the Most Out of Your Career. Diane DeOliveira, CFP®, AIF® CRPS® of Nisivoccia Wealth Advisors moderated a panel of seasoned planners representing small, mid and large size firms. Participating in the panel were Jerry Korey, CFP® of RegentAtlantic, Reed Frassa, CFP®, AIF®, RLP® of Highland Financial Advisor’s and Bellaria JimenezCFP®, MBA, ChFC®, of MassMutual TriState. The aim of the program was to help bridge the gap between veteran planners and new CFP® licensees and CFP® students. “It is natural for us to host an event here at Seton Hall. The financial planning community fosters a collegial environment. It was nice to see FPA NJ veteran planners eager to share their knowledge and enthusiasm of the industry with those at the beginning of their careers.” DeOliveira said. FPA NJ looks forward to bringing this program to other higher education institutions throughout the state.

 

 


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May 21, 2019 Regional Breakfast Event





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