GREATER NEW JERSEY ESTATE PLANNING COUNCIL

September 16, 2026

A Capital Markets and Economic Outlook for 2026 and Beyond

Heather L. Kidde, CFA; Senior Vice President, Senior Wealth Manager/Portfolio Manager; BNY Mellon Wealth Management

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October 21, 2026

What You Really Need to Know About Social Security, and How to Advise Your Clients for the Best and Maximum Results!

Ash Ahluwalia, CFP, MBA, NSSA; Managing Director and Head of Social Security Planning (National Social Security Advisor® Certification), Prosperity Capital Advisors, Red Bank, NJ

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November 18, 2026

November event - Virtual

TBD

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February 17, 2027

February event - Virtual (Heckerling Review)

TBD

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