Tim Parker led two Community Outreach events for the Greater New Jersey Estate Planning Council this past week as part of Money Smart Week. Two similar programs were offered to educate the public on financial and estate planning topic – one in Washington Township on April 1, 2019 at the Bethany Community Center, and the other in Ramsey on April 4, 2019 at the Free Public Library. Each event featured three professionals: an attorney, a CPA and a financial advisor speaking on related topics and then open Q&A. The audiences were appreciative of the information and format and were very engaged.
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.