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Educational Seminars Provide Valuable and Relevant Financial Information For Our Community

Our first priority is our relationship with our clients and our community.  Each month we host different educational seminars to provide valuable and relevant information for our community.  Our speakers come from a wide array of backgrounds and are experienced in their given field.  It is our responsibility to our clients to provide them with the resources and information they will need to continue on their journey of Responsible Wealth.

On a monthly basis, we host Wisdom Wednesday webinars that is available to the public that provides perspective on various topics of finance, current market conditions, and how to best navigate through an ever-changing economy. The goal of Wisdom Wednesday is to keep you informed on financial matters that play a role in your overall financial wellness.

On a quarterly basis, we host Business Briefing webinars for business owners and the topics selected provide valuable information that business owners can use to better manage their business, their money, and to stay "in the know" when it comes to their employees. 

Upcoming events

<strong>Check back in January 2024 for our next Wisdom Wednesday Webinar</strong>

Tying the Financial Knot

When: Wednesday, February 28, 2024 at 6pm ET

Where: Virtual Webinar (Register Below to receive Zoom link)

AGENDA:

  • What is your money personality?
  • How does marriage affect taxes?
  • Joint vs. Separate Bank Accounts
  • Preparing for Life Events
<strong>Retirement Workshop for Nurses and Medical Professionals</strong>

Retirement Workshop for Nurses and Medical Professionals

The webinar is offered at our C&A Financial office and virtually. All attendees must register. Virtual attendees will receive a zoom link once registration has been confirmed.

This webinar is dedicated to Nurses and Medical Professionals that would like to learn more about their Retirement Options. Early retirement planning will prepare you for your last paycheck. 

When:  Tuesday, March 12, 2024 at 6PM ET

Where: C&A Financial Group - 2111 Route 34, Wall, NJ 07719

The Workshop Will Cover:

  • Understanding Your Pension.
  • How much should you be saving?
  • Will your pension and social security be enough to retire?
  • Cash flow, inflation and healthcare costs in retirement. 

Past Events

Leaders Club Conference 2023

Leaders Club Conference 2023

Several C&A Financial advisors qualified to attend the Guardian Leaders Club Conference in Phoenix, AZ.

Navy Seal and Motivational Speaker, Phillip Koontz Client Seminar

Navy Seal and Motivational Speaker, Phillip Koontz Client Seminar

Motivational speaker, Phillip Koontz visited our office and presented on the topic "Prepared for the Unknown." Guests that attended came away ready to challenge themselves in making strides in their personal and professional growth and development, identifying "smart" goals and staying on course to perform as per their plan. The presentation was truly an insightful and unique experience.

Previous Webinars and Podcasts

To view on-demand replays of previously recorded webinars and podcasts, click the link below for the respective description. 

Retirement Matters

Retirement Matters

Matthew Murphy is an expert on retirement and he challenges us to  think about what really matters when in retirement. Retirement planning can be different for each person depending on the lifestyle you want to live in retirement. It is essential to plan for your last paycheck to maintain your desired lifestyle and planning early is encouraged. He also speaks to retirement savings fundamentals,  life expectancy, inflation, health care costs, and loss of a spouse. 

Click Here to Watch
Social Security: The Choice of a Lifetime

Social Security: The Choice of a Lifetime

Social Security provides benefits to many Americans and may be one of the most important monthly paychecks they receive in retirement. On this webinar, Guest Speaker, Tim O'Mara from Nationwide,  explains ways to optomize Social Security income for your specific needs, how to simplify the rules by learning about survivor benefits, rules for spouses, divorcees, etc., and recent filing rule changes.

Clicke Here to Watch
Perspectives on The Current Economic Outlook With BlackRock Guest Mike Trudel

Perspectives on The Current Economic Outlook With BlackRock Guest Mike Trudel

Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and perspective around interest rates, inflation, recession and the current market.

August 2023

Click Here To Listen
Distribution Strategies in Retirement

Distribution Strategies in Retirement

Distribution planning is just as important as accumulating money for retirement. What are the steps you should take for distributions during retirement years? How does life expectancy play a part in your planning? Click the link below to learn more. 

Click Here To Watch
What You Need To Know About Disability

What You Need To Know About Disability

Each May is Disability Insurance Awareness Month. On this podcast Frank Congilose and Rich Pasick give insight and helpful strategies for protection when it comes to planning for an unexpected disability or illness.  

Click Here to Listen
Strategies to Become a Masterful Saver

Strategies to Become a Masterful Saver

Featured in the Wisdom Wednesday Webinar for July is Frank Congilose and Brian Cunniff who speak on developing a process around savings. How are you taking care of your future self? Is your savings based off of a product or a process?  Watch this video to learn more about how to increase your savings by using a process for wealth accumulation. 

Click Here to Watch
Perspectives Around the U.S. Debt Ceiling

Perspectives Around the U.S. Debt Ceiling

On this month's podcast, Frank Congilose and Bob Farrell discuss concerns around the U.S. Debt Ceiling. In this recording, they share their insight and perspectives about what's to come.

May 2023

Click Here to Listen
Disability: Are You Financially Prepared?

Disability: Are You Financially Prepared?

Without an income, you could quickly exhaust your family savings, undermining your family’s financial security. The money you’ve managed to put away for a vacation, the kids’ education, and your own retirement now has to be spent on gas, groceries, and other necessities. On this podcast, Katelyn Congilose shares her personal story of an unexpected emergency that left her grateful for having planned for the unexpected. 

Click Here to Listen
The Academic Side of Investing

The Academic Side of Investing

"The Academic Side of Investing" helps people to understand where returns come from and what happens with markets. In this video, John Resnick of Efficient Advisors will put perspective on what actually occurs, how investments are supposed to respond and how they have responded over time.


Click Here To Watch
Perspectives on Finance and Economics

Perspectives on Finance and Economics

Frank Congilose of C&A Financial Group and Guest Speaker Mike Trudel of BlackRock discuss market conditions and the perspective and outlook around our current economy.

March 2023

Click Here To Watch
What Will Be Your Legacy?

What Will Be Your Legacy?

On this podcast, Frank Congilose, CEO and Managing Partner and Dave Suckey, Financial Advisor, both of C&A Financial discuss financial balance and your legacy, how to plan your income stream in retirement and how to protect it while leaving behind a legacy.

Click Here to Listen