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Financial Planning News
Wednesday, February 6, 2019
It is Time For All Retirement Plan Contributions to be Treated Equally in New Jersey »
By Chris Schiffer MBA, CPA, CFP®, AIF® Pending legislation in New Jersey could level the playing field on retirement...
Sunday, January 6, 2019
New Jersey Schools Must Teach 'Financial Literacy,' New Law Says »
Reading, writing, arithmetic… and 401(k) accounts? New Jersey school districts will soon be required to provide "financial...
Tuesday, November 20, 2018
New Jersey Hears Testimony on Fiduciary Proposal »
By: Diana Britton   The New Jersey Bureau of Securities held its second session for testimony on the state...
Monday, September 24, 2018   (0 Comments - view/add)
Governor Murphy Marks 10 Year Anniversary of 2008 Financial Crisis »
Governor Murphy Marks 10 Year Anniversary of 2008 Financial Crisis by Announcing Plan to Require NJ Financial Industry to...
Tuesday, August 21, 2018
CFP Board Ethics CE Program Updated for New Code of Ethics and Standards of Conduct »
CFP Board is pleased to share that pre-approved continuing education (CE) programs on CFP Board’s new Code of Ethics and S...
Sunday, July 22, 2018
State-level activity slows on fiduciary legislation »
By Mark Schoeff Jr.   Legislation in the New York Assembly that would have required disclosures by non-fiduci...
Friday, July 13, 2018
NJ Renews Funding for McGreevey’s Prisoner Re-Entry Program »
Former New Jersey prisoners may have an easier time finding sustainable work in the construction sector thanks to new stat...
Tuesday, June 26, 2018
Updates from the NJBIA Government Affairs Committee »
To All: Just an FYI on the current Budget proposal, due June 30th and the overall internal affairs happening in Trent...
Monday, June 18, 2018
Retirement Daily is Looking for Media Sources »
Robert (Bob) Powell, editor of TheStreet's Retirement Daily , a just-launched newsletter aimed at helping people save f...
Friday, February 2, 2018
States Proceed with Their Own Fiduciary or "Best Interest" Standards »
Click here for a summary of fiduciary and best interest standards being considered in the states right now by the Wagner...
Tuesday, March 8, 2016
IRS Scam Phone Calls Continue »
We're continuing to hear of people who receive phone calls or voicemails from "the IRS" demanding payment or requesting a...

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11/6/2019
November 6 2019 - Fall Conference

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November 12, 2019 - Best Practices Group Meeting





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