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​​​2024 Holiday Social2024 Holiday Social

Message from the President

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Chapter Members,

We wish you and your families a Happy and Healthy Holiday Season!

Please note that our Night at the Ballpark will be on Saturday August 9, 2025 at 7 PM at TD Bank Ballpark in Bridgewater.  The Binghamton Rumble Ponies (NY Mets Double-A Affiliate) vs. the Somerset Patriots (NY Yankees Double-A Affiliate).  Mark your calendars!

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Meeting Locations & Topics

Chapter Events


  • Tuesday
    20
    May

    Wealth Management

    May 20, 12:00 PM - 01:30 PM (ET)

    This webinar offers a focused introduction to the fundamentals of wealth management, tailored  for individuals interested in understanding how to manage and grow personal or family wealth  effectively.  The session will explore the core components of the wealth management process, including  client profiling, evaluation of different investment products, and the development of tailored  investment strategies.  Emphasis will be placed on a client-centric approach, risk assessment, and portfolio  diversification to meet long-term financial goals.  Participants will gain practical insights into asset allocation and financial planning.

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