“Financial Solutions to Managing Life’s Challenges and Daily Decisions” will be presented by Nancy Bernstein, CRPC Wealth Management and Greg Rosen, Financial Planning Specialist on Tuesday, January 23 at 1 PM. at Temple Sholom 594 North Bridge St, Bridgewater. The program is $5 and refreshments will be served.
Join Nancy and Greg in discussing
Nancy is a Senior Vice President in the Warren, NJ office of the Bernstein and Rosen Group, Morgan Stanley Wealth Management. Along with her team, she delivers a comprehensive approach to wealth management by assessing all financial dynamics and crafting a plan to address each client's individual situation. This encompasses the management of investments, risk, insurance, retirement and other goals, including cash and credit management. Greg’s practice revolves around creating long-term relationships and guiding his clients with investment advice regarding insurance, taxes, estate planning strategies, retirement, cash and credit management. He works in tandem with his clients' other professional advisors, specifically accountants and attorneys, to help make sure that all aspects of their financial landscape are working together and properly aligned with their goals.
These events are sponsored by Jewish Family Service of Somerset, Hunterdon and Warren Counties as part of its Yearn to Learn Program, “Yearn to Learn: (Y2L) was created by retired and semi-retired persons looking for high quality, interactive learning experiences in small, local group settings, which promote stimulating group interaction, self-exploration and interpersonal connections. Programs are open to all. For more information, to register, and/or to be added to the Y2L mailing list, please contact JFS at 908-725-7799 or Admin@JewishFamilySvc.org.
Sponsor: Jewish Family Service of Somerset, Hunterdon and Warren Counties