Learning & Networking Event 

The Chapter has arranged four hours of free leducation in a friendly netwprking environment. The covered topics will be Social Security and Retirement, Banking, Digital Marketing, and Bookkeeping. Presenters with specialized knowledge will deliver these topics.

To enhance learning and networking, the event will be in the form of round table discussion, where each group of 6 participants will share one table, and every presenter will rotate from one table to the other making outline of his/her topic, followed by Q&A from the participants. A moderator will be at each table to facilitate the discussion and collects questions that could be shared with all participants.

Light snack, refreshment, and lunch will be served. 

Topic: Social Security and Retirement - 

 Presenter 1 - Javid Jaraiedi, MBA, RICP. Financial Planner. Tel (609) 895-0975 javid@jfnancial.org  www.jfinancial.org

Javid is well known for his highly regarded financial workshops and seminars. He has been invited by many organizations to hold presentations on financial subjects such as Estate Planning, Retirement Planning, Investment, Allocation Strategies and many more. Javid has been helping clients with their financial assets for over 30 years.

Presenter 2 - Brian Singleton, JD, ChFC^®, CLU^®   Investment Advisor Representative.

Tel: (732) 623-7852 briansingleton2@financialguide.com. www.tristate.massmutual.com

Brian provides services in Estate, Retirement and business planning solutions, including Ownership Succession Strategies , Overhead Protection, Key-Person Insurance, Buy-Sell Agreement Funding, Disability Income Insurance

Topic: Banking

Presenter - Brendon Robinson Santander Bank - Small Business Relationship Manager.

Tel 732 770 3230 brobinso@santander.us

Brendon is passionate about helping individuals grow/streamline their organization from a financial perspective. Brendon understands the hurdles and impediments that small business owners are facing each day. He takes the role of not only a banker, but a trusted business consultant. Brendon has been in the banking industry for over 10 years, and been with Santander Bank for over 5 years, where he started as Branch Manager. Since coming to Santander Bank, Brendon has won the Branch Manager of the Year award twice and was the top Small Business Banker in 2016. Brendon has always taken immense pride in education the public to the complexities of banking, in the modern era.

Topic: Digital Marketing

Presenter - Dan Whitzer - Owner of Local Social, a Digital Marketing creative agency.

dan@localsocialnj.com

Dan has been involved in a multitude of creative experiences working in media and retail environments, including ESPN. His social media background ranges from content creation to social media platform management to campaign execution using video, photography, and music. Dan earned a BA degree from Rowan University and a Master’s degree in Music Management and Promotions from Northumbria University (New Castle, England). Dan is also professional drummer and has worked for an Indie record label. Dan’s presentation will cover Social Media Marketing - platform choices, content creation/management, Search Engine Optimization and Advertising, Email Marketing, and Website Optimization

Topic: Bookkeeping

Presenter: Laura Elliott. Certified Bookkeeper at Block Advisors

Laura.elliott@blockadvisors.com Tel 856 459 4621

Laura has a business degree and many years of experience in bookkeeping functions including AR/AP, Budgeting, Payroll, Invoicing, Purchasing, Tax recording, bank reconciliations. She is well trained in Quick Books, Microsoft Office Products, Act, ADP Payroll, Paychex Payroll, and  XERO software"

Laura perennation will cover basic understating of the bookkeeping process, daily book, Petty cash book, chart of accounts, and computerized bookkeeping., 

 

Register Now!