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?
“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.
20 Financial Planning Seminar Examples
- 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
- How to Best Fund Cash Needs in Retirement
- Retirement Planning
- Understanding the Investment Selection Process
- How to Avoid Estate Planning Bloopers
- Organizing Your Legal and Financial Papers
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.
Recent Insights From Our Advisors
Stay up-to-date on everything that’s happening. Subscribe to our Newsletter today.
9 Reasons Not to Join a Gym
Exercise is important, but joining a gym isn’t for everybody. Here are 9 solid reasons why you should not join ...
To Join, or Not to Join (A Gym)
January is the month most people reconsider their habits: eat healthier, drink less, and exercise more. Here are 8 re...
What You Need to Know About SECURE Act 2.0
Once again, changes are coming to retirement accounts. The Secure Act 2.0 contains many changes, some of which are st...
I-Bonds Are the Latest Hot Thing. Are They Right for You?
I-bonds may be a good investment during this time of high inflation. But there are pros and cons to be aware of befor...
2022 Year-End Tax Planning Tips
Here’s a look at some year-end tax planning strategies you should consider before 2022 closes.
...7 Ways to Save Money
Saving money should always be a priority, but even more so today in light of rising inflation. Here are seven ways to...
Why We Love Giving Tuesday
#GivingTuesday is about giving back in whatever way you can. Here are some ideas that go beyond writing a check, help...
How Rising Interest Rates are Impacting Pension Decisions
If you’re lucky enough to have a pension, you have some decisions to make. Will you take monthly payments or a ...