Financial Planning Seminars Presented by EKS Associates

Is your group, organization, or school searching for a financial professional who can speak on various financial planning, retirement planning, and investment topics?

You’ve come to the right place!

Our advisors are skilled educators and presenters recognized for their knowledge and their value to clients.

Read more about our experienced financial planning and investment speakers.

Ready to schedule your Financial Planning Seminar?

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“Develop a passion for learning. If you do, you will never cease to grow.”

– Anthony J. D’Angelo

We practice what we preach, always studying, reading, and collaborating with peers. When we learn something new, we enjoy sharing it with community members and quickly incorporate appropriate strategies into our client’s financial plans.

Here are a few examples of recent financial planning seminars we have delivered.

Are You Searching for an Experienced Financial or Investment Speaker?

Darren Zagarola, CFP®, CPA, PFS and Howard Hook, CFP®, CPA, CAP® are sought-after for their knowledge by adult schools in New Jersey and National media outlets.

They are recurring educators at the Princeton Adult School and are frequently invited to appear on a variety of financial and business shows on television and radio. In addition, their articles and insights can be found throughout the year in a variety of printed and online business, finance, lifestyle, and trade publications, including The Wall Street Journal, The New York Times, and New York Daily News.

Howard Hook is also a regular contributor to Forbes.com, NJMoneyHelp.com, which is syndicated on NJ.com and in The Star-Ledger, and SBH Physician magazine, a quarterly publication.

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20 Financial Planning Seminar Examples

Taxes and Giving Strategies with your IRA
Demystifying the Roth IRA
How to Best Fund Cash Needs in Retirement
Understanding Retirement Accounts
Creating a Legacy that Lasts
Putting Together an Investment Portfolio with Mutual Funds
Planning for Retirement in Turbulent Times
Investment ABCs: Learning to Apply the Basics (Beginner)
Investment ABCs: Intermediate
Plan for a Life Well Lived: How financial planning supports your journey to financial independence
Single Person’s Guide to Financial Planning
7 Things You Need to do Now with Your 401(k) Plan
Investments 101
Myths and Mistakes of Financial Planning
The 5 Financial Strategies You Must Implement to Protect Your Older Loved One’s Finances
5 Biggest Challenges Advisors Face When Dealing with Gray Divorce
How to Develop a Comprehensive Financial Life Plan
Tips for Picking, Tracking, and Owning Mutual Funds
Retirement Planning
Understanding the Investment Selection Process
How to Avoid Estate Planning Bloopers
Organizing Your Legal and Financial Papers

Positive confident female financial analyst in jacket standing against projector and presenting charts in front of audience at meeting

Don’t See a Topic of Interest?

If you don’t see a topic you were looking for, ask us anyway!

We can speak on a wide variety of topics in the areas of financial planning, investment management, charitable giving strategies, SRI (sustainable, responsible, and impact investing), family wealth planning, and more.

Tell us who your audience is and what your goals are, and we can customize a financial planning seminar to meet your needs. Also, because we sincerely believe knowledge is power, we always make ourselves available to answer questions privately when the class is over, to ensure everybody gets the greatest benefit.

Plan your Next Seminar