Lunch & Learn

Name: Lunch & Learn
Start: 2024-05-11T12:00:00-04:00
End: 2024-05-11T13:00:00-04:00
Location: Mattison Crossing at Manalapan Avenue

Schedule

Sat May 11 2024 at 12:00 pm to 01:00 pm

UTC-04:00

Location

Mattison Crossing at Manalapan Avenue | Freehold, NJ

We will discuss what options you have in making sure you are doing everything you can to preserve your wealth now & for future generations.
About this Event

CSI Group is presenting a free seminar event! Please join us on Saturday, May 11th from 12pm to 1pm at Mattison Crossing Assisted Living and Memory Care.

This seminar will be focusing on many of the questions you have pertaining to your investments, estate, taxes and overall financial well-being. The topics we will be discussing are the following:

New Tax Laws
Elder Care
Social Security
Wills & Trusts
Retirement Planning
Taxes & Retirement
Financial Planning
Estate Planning
Medicare Planning
And Much More!

Join us for this Spring's Lunch & Learn presented by CSI Group ! Seating is limited, reserve your spot now!

*CSI Group LLP is a licensed CPA Firm by the New Jersey State Board of Accountancy & New York State Boards of Accountancy. CSI Group Realty Services is a licensed Real Estate Broker by The State of New Jersey Department of Banking & Insurance and by New York Department of State. CSI Group Retirement Services LLC is a licensed Life Insurance Agency in the following states, New Jersey, New York, Florida, North Carolina, and Pennsylvania. CSI Group Law Firm, P.C. is a Law Firm with Attorneys Admitted to Practice Law in the States of New Jersey, New York, Pennsylvania, Florida, and Washington D.C. CSI Group Senior Solutions is a licensed health insurance producer in the state of New Jersey. “CSI” is a Trade Name and stands for Confidence, Service, Integrity. If you are a client of a “CSI GROUP” entity, you are not a client of CSI GROUP Law Firm, P.C. and will receive no legal services unless and until you execute a written retainer agreement with CSI Group Law Firm, P.C. The marketing of CSI GROUP with another entity that shares the CSI GROUP trade name or the use of the term “member” in marketing materials does not obligate you to use any other CSI GROUP entity nor make you a part of any program or collective club, organization, or business. The term “member” is simply used to describe the many services that the CSI GROUP entities may offer.