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Social Security for Women


What every woman needs to know Please join us for this virtual presentation to hear speaker Brian Doherty, President and CEO at Filtech, speak about Social Security and its impact on women.    Brian will talk about the financial challenges women still face today, such as, earning power, career interruptions and living longer. He is […]

Protecting Your Data: Aware and Prepared Seminar


Scammers use clever techniques to steal personal information. Join me for a seminar that can help you recognize scams and learn some industry best practices for helping you protect yourself, your family and your finances. Hosted by: ICGnext Presented by: Sheridan Culhane, Business Development Associate, MFS MFS Fund Distributors, Inc. may have sponsored this seminar […]

Transitioning to Medicare


How health insurance works after you leave your job   Baby Boomers are asking: • When do I sign up for Medicare? • How do I sign up for Medicare? • How does Medicare work with the insurance I’ve already got? • What happens to my insurance when I retire? • What can I expect […]



As we age, our body and brain functioning naturally declines. But with proper training, we can prevent, or at least postpone, its deterioration. Our brain is radically adaptable if we train it appropriately, like we do our bodies. This workshop provides the critical components of brain health and training, as well as a personalized program […]

J.P. Morgan Half Year Market Overview 2021


Please join us on Zoom to hear insights on today's most critical economic and market topics from David M. Lebovitz, Executive Director, Global Market Strategist, J.P. Morgan Asset Management Global Market Insights Strategy Team. He will use the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, David will share thoughts on […]

Planning for Healthcare in Retirement


Most of us look forward to retirement as a time to shift gears, worry less, and enjoy a slower pace of life. But that rosy picture can quickly change and include some sticker shock as retirement nears, especially when it comes to paying for health care. Are you prepared? Please join us for this Zoom […]

10 Myths About College Savings Plans


John Hancock Presents: 10 Myths About College Savings Plans Know the facts about investing in your child’s/grandchild’s 529 Plan. Please join us for this presentation! Hosted by: ICGnext Presented by: Brendan Burke, CRPC, Internal Business Consultant Time: Thursday, September 23, 2021 at 4:00 PM RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com Join Zoom Meeting https://zoom.us/j/93438159616?pwd=K3ViR1dIUWcwU3BmRE5DaFZNZmJIdz09 […]

Behavioral Finance: How Our Humanness Affects Investment Returns


 Please join us for this presentation on Behavioral Finance and why this topic is so important to one’s financial future.  Thursday, October 21, 2021 at 4:00 p.m.  Please RSVP to: Deb Pica at 732-359-3838 or debrap@icgnext.com  Join Zoom Meeting:  https://zoom.us/j/95879054748?pwd=SG5wcUtJbUJ2dDdvSklBRyt4dDJ5dz09   Presented by:  Linda A. Duessel, CFA, CPA, CFP  Senior Vice President at Federated Hermes  Hosted […]

Securing Your Retirement


 PLEASE JOIN US FOR THIS ZOOM PRESENTATION:  SECURING YOUR RETIREMENT  Transforming Social Security into a Winning Retirement Strategy  As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan. Thursday, November 18, 2021 @ 4:00 pm  Presented by:  […]

2022 Market Outlook

Please join us on this Zoom presentation to hear insights on today’s most critical economic and market topics from Lauren Goodwin, CFA, Portfolio Strategist, New York Life Investments. She will share thoughts on the current economic landscape and discuss key drivers and trends taking place in the markets and answer your most pressing questions.  Join us! […]

Behavior Finance: Think Smarter, Not Faster

Think Smarter, Not Faster 7 Steps to Better Decision Making Through Behavioral Finance Nothing rattles investors’ confidence like unexpected market volatility. As a wayOf framing dispassionate investment decisions as a more prudent way to plan forthe future, behavioral finance can help build consistent and holistic financial plans. Please Join Us! Presented by: AnnMarie Woods, Regional […]

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