Events

Fireside Chat With Matt - Open Forum Q & A (Get Your Questions Answered)

Come join us at the Fireside Chat with Matt on Wednesday, March 20, 2024, at 05:00 PM Eastern Time. This virtual event is a Q & A session where Matt will help address your financial concerns. Think of this Q & A as your guiding light through the maze of financial decisions. Don't leave your wealth preservation and growth queries hanging. Achieving financial security and peace of mind is truly invaluable. Register Today!

Fireside Chat With Matt - Open Forum Q & A (Get Your Questions Answered)

Come join us at the Fireside Chat with Matt on Wednesday, March 20, 2024, at 05:00 PM Eastern Time. This virtual event is a Q & A session where Matt will help address your financial concerns. Think of this Q & A as your guiding light through the maze of financial decisions. Don't leave your wealth preservation and growth queries hanging. Achieving financial security and peace of mind is truly invaluable. Register Today!

Fireside Chat with Matt - Open Forum Q & A (Get Your Questions Answered)

Prepare yourself for an enlightening evening with our Fireside Chat with Matt! This Open Forum Q & A event is not only your chance to have your pressing questions answered by Matt, but also an opportunity to learn what to look out for with finances and how to plan for the upcoming year. Engage with fellow attendees and seize this unique opportunity to get advice from an industry expert. Don’t let this chance slip away - register today!

People To People: Holiday Toy Drive

Help bring joy to kids in need! Bring your donations between December 11th and December 14th from 9AM to 5PM, and join us for some holiday cheer.  Please only bring new and unwrapped toys only. However, gift cards or checks are acceptable also! 

Fireside Chat with Matt - Open Forum Q & A (Get Your Questions Answered)

Get ready for a stimulating evening with our Fireside Chat with Matt! This Open Forum Q &A event is your chance to tap into Matt's wealth of knowledge and expertise. Engage with fellow attendees and take advantage of this unique opportunity to have your questions addressed by an industry expert. Don't miss out - register today!

Register for Our Client Event Below! - Client Appreciation Movie Night! (scroll down and click the Register Button)

Eastern Planning Inc. presents an Exclusive Client Appreciation Movie Event; an evening dedicated to celebrating and thanking our valued clients. On September 20th, 2023, step into the historic Westwood Cinemas in Westwood, NJ, for an unforgettable cinematic experience. Come enjoy the festive atmosphere, mingle with fellow patrons, and let us appreciate you in the best way possible - with popcorn, a great movie, and endless gratitude for your trust in us.

Savvy Cyber Security Webinar

With identity theft and data breaches hitting closer to home each day, it's time we take a step forward in protecting ourselves. Our Savvy Cybersecurity Webinar is crafted to make this seemingly complex topic digestible and less daunting. We start by helping you gauge your personal risk level. Then, we'll share straightforward, step-by-step actions anyone can take to build a strong defense against cyber-attacks. By the end of this session, you'll walk away with a clear plan to guard your personal and business data. So come on board, and let's transform fear into empowerment, and confusion into savvy cybersecurity action!

Fireside Chat with Matt - Open Forum Q & A (Get Your Questions Answered)

Get ready for a stimulating evening with our Fireside Chat with Matt! This Open Forum Q & A event is your chance to tap into Matt's wealth of knowledge and expertise. Engage with fellow attendees and take advantage of this unique opportunity to have your questions addressed by an industry expert. Don't miss out - register today!

Experience the Rockland County Holocaust Museum

By attending this event, you are not only supporting the museum but also contributing to spreading a crucial message of tolerance and understanding in our society. As we come together, we play a vital role in educating others and ensuring that the lessons of the Holocaust are remembered. We encourage you to invite your friends, family, and colleagues to join us for this important event. Together, we can create a more compassionate and empathetic world. To save your place for this special guided tour and informal reception, please click the link to complete the form and we'll contact you to confirm. Thank you for your support, and we look forward to welcoming you on May 21st!

Help Bring a Smile to Rockland County Foster Care Children - Join Our Donation Drive!

If you prefer to make a monetary contribution, please send a check made payable to the "Parent Aid Fund". You can mail your check to the following address: Rockland County Department of Social Services, Building C Attn: Vanessa Torres 50 Sanatorium Rd Pomona, NY 10970 Alternatively, you can also mail the check to our office: Eastern Planning Inc. Attn: Donna DeMaria 25 Smith Street Suite 304, Nanuet, NY 10954 Together, we can make a real difference in these children's lives! Your donation, no matter how big or small, will be greatly appreciated. Please spread the word and encourage your friends, family, and colleagues to contribute as well. Let's come together as a community to show our love and support for the children in Rockland County Foster Care. Thank you for your kindness and generosity!

Webinar - How Tax Planning Changes Through The Four Stages of Retirement

The upcoming webinar on Wednesday, March 29th at 6:30 pm will discuss how tax planning changes throughout the four stages of retirement. Participants will learn about the hidden taxes and penalties that can steal hard-earned money and how to avoid paying more than expected throughout retirement. The webinar will cover various retirement surprises, including the impact of inflation, the cost of living longer, maintaining a retirement lifestyle, and the escalating cost of healthcare. The event will also provide insights into tax strategies needed to anticipate when and how assets should be tapped to cover personal expenses, understand the range of taxes faced during various stages of retirement, and manage actions to pay as low a tax rate as possible.

Fireside Chat with Matt - Secure Act 2.0 (Get Your Questions Answered)

Matt is using the Secure Act 2.0 information from DIFM letter and Ed Slott information to host a live Zoom call for prospects and clients who are interested in learning more about what the Secure Act 2.0 includes followed by questions and answers. Attendees will be able to register for the live event using this link https://us02web.zoom.us/meeting/register/tZIkcOuopz8qE9GxVXdqLr1CuNqR2jnfAVW8

ESTATE MATTERS SERIES: PRINCIPLES OF PRESERVING WEALTH