SUMMIT, NJ – On Wednesday, May 9 from 7:30 to 9:00 pm, SAGE Eldercare will host a program entitled, “Boost Your Financial Security – Tips You Can Use Today.” The free program is open to the public and will take place at SAGE Eldercare offices, located at 290 Broad Street in Summit.
Using real life scenarios, a panel of experts will provide advice on planning for retirement, as well as tips for boosting your financial security. Panelists will include representatives from Glenmede Investment and Wealth Management; Lindabury, McCormick, Estabrook & Cooper, PC; Point View Wealth Management; Stuermann Consulting, Inc; and Wells Fargo Advisors, LLC.
“We are very pleased to be able to bring together this esteemed panel to help area residents plan their financial futures,” stated Dawn K. Knill, CFRE, SAGE Eldercare Director of Development & Public Relations. “Because our panelists are local businessmen and businesswomen, they are able to help their neighbors with advice and, in return, local residents can benefit from obtaining guidance from panelists who are more likely to fully understand their situation.”
The free presentation is open to the public, but registration is required. To reserve your seat, please register in advance by calling Dawn Knill at 908-598-5503 or by firstname.lastname@example.org.
Panel members include:
John W. Cooper concentrates his practice in estate planning, estates and trust administration and estate and trust litigation. He has served for over ten years as Chairman of the Probate Early Settlement Program of the Superior Court in Union County and is the former Chairman of the District XII Fee Arbitration Program of the NJ Supreme Court. Mr. Cooper serves as President of the Summit Area Public Foundation, is a Trustee of the Overlook Hospital Foundation, is a former board member of SAGE Eldercare, a member and past president of the Northern NJ Estate Planning Council and is a Fellow of the American College of Trust and Estate Counsel.
Elizabeth McKenna, CFP® Vice President – Investments and helps manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, Elizabeth assists clients develop and implement strategies for building wealth and realizing their goals. Before joining Wells Fargo Advisors, LLC in Short Hills New Jersey predecessor firm Prudential Securities in 1999 she worked for three years with Tullett Prebon. Elizabeth holds a Bachelor’s degree in Finance from the Rutgers University School of Business New Brunswick and a certificate in Financial Planning from Boston University Center for Professional Education. She has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner designation from the College for Financial Planning. Elizabeth is active in the local community, she participates in many civic and community organizations, including The Randolph Rotary Club (past-president and board member), ARC Essex County, and Research Down Syndrome.
Adam G. Psichos Adam G. Psichos is Regional Director of Glenmede’s New Jersey offices in Morristown and Princeton. In addition, he provides investment management and wealth advisory solutions for large families, individuals, endowments and foundations. Prior to joining Glenmede, Mr. Psichos was a Principal, Team leader and Senior Client Account Manager at Bessemer Trust Company in New York. Prior to Bessemer, he was a Senior Portfolio Manager at Brundage, Story & Rose, LLC. He brings twenty four years of experience to his role at Glenmede, having also worked at NatWest, Coutts & Co. and Merrill Lynch Asset Management. Mr. Psichos earned an M.A. in Liberal Studies, with an emphasis in Economics, from New York University and a B.A. in English Literature from Franklin & Marshall College. He is a graduate of the Canon Trust School I. Mr. Psichos is a Trustee of SAGE Eldercare in Summit, He and his wife serve as active participants in several community and charitable organizations including New Eyes for The Needy, and The Student/Partner Alliance.
Andreas Stuermann earned his B.S. degree in Marketing and Finance from the University of the Pacific in 1990. He began is financial services career with John Hancock in the San Francisco Bay Area where he served one of the top producing agencies as their technical marketing resource in sophisticated life insurance and benefit transactions. In 1998, he joined a member firm of the M Financial Group in New York City for which he managed the design, implementation and administration services of substantial life insurance, non-qualified benefits, and wealth transfer programs. In 2003, he founded Stuermann Consulting, Inc., an independent insurance advisory firm. Andreas Stuermann is a member of the Association for Advanced Life Underwriting (AALU), the National Association of Insurance and Financial Advisers (NAIFA), and theEstate Planning Council of Northern New Jersey (EPCNNJ).
Claire E. Toth, JD, MLT, CFP™ is Vice President and Chief Operating Officer of Point View Wealth Management. Point View is an independent, fee-only SEC registered investment advisor providing customized investment services to families, trusts and retirement plans. She advises clients on financial, estate, and retirement planning issues, from the most complex to the most basic. Ms. Toth has been active in the ABA Tax Section and the New Jersey State Bar Association. She has written for a number of publications and speaks frequently before a variety of groups, ranging from the American Bar Association to the Summit Old Guard. Ms. Toth co-authored the legislation permitting single member LLCs in New Jersey. She is quoted regularly in wealth management periodicals. She will serve as moderator for this program.