Who doesn’t want to enter their senior years in good health and financially secure? We all work hard toward our future; but as we head toward retirement, the aging process can take its toll both physically and financially. That is why PGB Trust & Investments, the wealth management division of Peapack-Gladstone Bank, recently presented a seminar to discuss these important issues.
On August 15 approximately 80 Peapack-Gladstone Bank Chairman’s Club members 55 years of age and better attended a complimentary informative seminar targeting health and wealth for seniors at the bank’s headquarters location in Bedminster, New Jersey. Joined by Stephanie Lederman, Ed.M. of the American Federation for Aging Research (AFAR) and M. Cary Reid, Ph.D., M.D. of Weill Cornell Medical Center, attendees were offered an array of information on pain management for older adults. Dr. Reid, an expert on improving the management of pain among older persons, talked about new and innovative strategies in pain relief.
The wealth management portion of the program was coordinated by Stephen Kozuch, First Vice President, Co-Director of Wealth Management, PGB Trust & Investments. During this session, PGB Trust & Investments representatives discussed the topics of investing in a low interest rate environment, tax planning opportunities and strategies, retirement planning and current economic trends. The organization is proud of its long heritage of success in helping families manage their wealth and providing them with financial peace of mind. PGB Trust & Investments is large enough to provide effective, efficient wealth management services across a wide range of family circumstances, yet small enough to be highly responsive to each of its clients, providing flexible solutions to their complex problems.
Seminar participants enjoyed the opportunity to get acquainted over lunch and obtain answers to their health and wealth questions from experts in the field. In addition, attendees could request a complimentary personal consultation with a PGB Trust & Investments Wealth Advisor. This well-attended and popular seminar provided local seniors the insight they need to stay healthy and secure in their senior years.
About Peapack-Gladstone Bank and PGB Trust & Investments
Established in 1921, Peapack-Gladstone Bank is a $1.58 billion asset, wholly owned community bank that offers a full range of quality banking products and services to businesses and residents of Essex, Somerset, Hunterdon, Middlesex, Morris and Union counties in NJ, through 23 full-service branches, an online branch and a wealth management division, PGB Trust & Investments. PGB Trust & Investments, with $2.0 billion in assets under administration, operates at the bank’s corporate offices located at 500 Hills Drive in Bedminster and at four regional locations in Clinton, Morristown and Summit, NJ as well as in Bethlehem, Pennsylvania. For additional information about Peapack-Gladstone Bank or PGB Trust & Investments, visit www.pgbank.com or call 908-234-0700.