April–June 2026
April 16: Princeton Physicians | How Your Social Security Benefits Are Impacted by the One Big Beautiful Bill - Ash Ahluwalia
May 6: PFK O'Connor Davis | Life Insurance Strategies in the Client’s Best Interest - Dave Buckwald
May 6: Middlesex/Somerset Estate Planning Council | Is Your Retirement Safe from the Tax Man? - Gio Capodanno
May 13: Westchester/Rockland NYSSCPA | Life Insurance Strategies in the Client’s Best Interest - Drew Serzan
May 13: Mercer County Estate Planning Council | Social Security Myths Debunked - Ash Ahluwalia
May 21: Princeton Physicians | Navigating Your Lifetime Tax Bill – A Guide to Year-Round Planning - Greg Dillon
June 3: PFK O'Connor Davies | The Consequences of Long Term Care on your Family and Retirement Portfolio - Drew Serzan
June 4: Westchester/Rockland NYSSCPA | Social Security Strategies with a focus on the One Big Beautiful Bill - Ash Ahluwalia
June 10: Bank of America Wealth Strategies Roundtable | Top 25 Social Security Myths Debunked - Ash Ahluwalia
June 24: PFK O'Connor Davies | Strategies to Help Maximize Social Security Benefits with One Big Beautiful Bill Focus - Ash Ahluwalia
January–March 2026
January 19: RMG CPA, LLC | Long Term Care Securing the Future Wellbeing of Your Family and Financial Portfolio - Drew Serzan and Gina Ference
February 2: RMG CPA, LLC | Strategies to Help Maximize Social Security Benefits - Ash Ahluwalia
February 10: NJALA | Getting Down to the Basics - Retirement Strategies, panel - Ash Ahluwalia, Gio Capodanno and Gina Ference
February 11: NJBAR | Is Your Retirement Safe from the Tax Man? Social Security to Maximize and Estate Planning - Greg Dillon, Ash Ahluwalia and Deana Koulousas
February 20: PAELA | Strategies to Help Maximize Social Security Benefits - Ash Ahluwalia
March 24: Weiner Law LLP | Is Your Retirement Safe from the Tax Man? Strategies to Maximize SS and Protecting Legacies - Gio Capodanno
October–December 2025
October 8: Pillinger Miller Tarallo, LLP | Strategies to Help Maximize SS Benefits- Ash Ahluwalia
October 16: Princeton Medical Physicians | Social Security Myths Debunked - Not everything you've heard is true - Ash Ahluwalia and Gina Ference
October 21: NJCPA, Passaic County | Top 10 Strategies to Maximize SS and 30 min on WEP and GPO - Ash Ahluwalia
October 22: Atlantic Health System | Protecting and Maximizing your Estate - Joy Matak, Esq. and Gina Ference
October 27: RMG CPA, LLC | Mastering Medicare - Rich Gustafson
October 30: NYSSCPA, Manhattan Bronx Chapter | Mastering Medicare - Rich Gustafson
November 5: C2P Women's Clarity | Long Term Care - Drew Serzan and Gina Ference
November 6: NY State Society of CPAs conference, Financial and Tax Planning for Individuals | Strategies to Help Maximize SS Benefits - Ash Ahluwalia
November 11: NJCPA State Virtual Conference | Retirement and Estate Planning - Ash Ahluwalia, Joy Matak, Esq., Gio Capodanno and Constantina Koulosousas, Esq.
November 12: Atlantic Health System | End of the Year Tax Strategies - Gio Capodanno and Gina Ference
November 19: NJCPA, Monmouth/Ocean counties | LTC, Life Insurance, and Social Security- Drew Serzan, Ash Ahluwalia, Joy Matak, Esq., and Gina Ference
November 20: Princeton Medical Physicians | End of the Year Tax Strategies - Greg Dillon and Gina Ference
November 24: RMG CPA LLC | Strategically Leverage Your Life Insurance - Drew Serzan
December 9: Klatzkin Co LLP | Medicare Makeover Strategies to Help Maximize SS Benefits - Rich Gustafson and Ash Ahluwalia
July–September 2025
July 9: NJBIA Podcast | Getting to Know OneTeam - Greg Dillon and Gina Ference
July 16: Bank of America Wealth Strategies National Roundtable | Strategies to Help Maximize SS Benefits - Ash Ahluwalia
July 21: C2P Holistic Wealth & Health Podcast | Social Security Optimization (Full Retirement) vs. 62 - Ash Ahluwalia
July 22: Westchester/Rockland NYSSCPA | Long Term Care - The Consequences on Your Family and Your Retirement Portfolio - Drew Serzan and Gina Ference
July 22: NJBAR | WEP and GPO - Ash and Joy Matak, Esq., Avelino Law
July 23-24: 2025 Elder Law Institute - Pennsylvania Bar | Top 25 Social Security Myths Debunked - Ash Ahluwalia
August 12: Westchester/Rockland NYSSCPA | Medicare Makeover - Rich Gustafson
September 9: NJALA (New Jersey Association of Law Administrators) | Long Term Care - Securing the Future Well Being of Your Family and Financial Portfolio - Drew Serzan and Gina Ference
September 13: Steamfitters | Strategies to Help Maximize Social Security Benefits - Ash Ahluwalia
September 18: Princeton Medical Center | Protecting and Maximizing Your Estate - Joy Matak, Esq., Avelino Law and Gina Ference
September 25: Podcast | Grow Your Business & Grow Your Wealth Podcast with Gary Heldt - Ash Ahluwalia
April-June 2025
April 2: NJBIA | Top 25 SS Myths Debunked - Ash Ahluwalia
April 10: Brach Eichler | Insurance Audits and Tax Mitigation Strategies - Greg Dillon, Dave Buckwald
April 10: Brach Eichler | Round Table Build Your Financial Roadmap - Ash Ahluwalia, Gio Capodanno, Gina Ference
April 10: Princeton Medical Center | Medical Malpractice - The Litigation Process and How to Stay out of it - Michael Ricciardulli, ESQ and Gina Ference
April 23: Porzio Bromberg & Newman | Strategies to help Maximize SS Benefits - Ash Ahluwalia
April 24: PKF O'Connor Davies | Insurance Audits and Tax Mitigation Strategies - Greg Dillon, Dave Buckwald
April 25: RHRS | Long Term Care - Securing the Future Well Being of Your Family and Financial Portfolio - Drew Serzan and Gina Ference
May 7: Atlantic Health | Social Security Myths Debunked - Not everything you've heard is true - Ash Ahluwalia and Gina Ference
May 13: PKF O'Connor Davies | Top SS 25 Myths Debunked - Ash Ahluwalia
May 14: Porzio Blomberg & Newman | Strategically Leverage Your Life Insurance within your Financial Plan - Drew Serzan
May 14: National Association of Estate Planners and Councils | Strategies to Help Maximize SS Benefits - Ash Ahluwalia
May 16: RHRS | Strategies to Help Maximize SS Benefits - Ash Ahluwalia
May 28: NJBAR Senior Lawyers Conference | Financial Survival Guide for Senior Lawyers: Navigating Uncertainty, Avoiding Tax Traps & Securing Long-Term Stability - Ash Ahluwalia and Gio Capodanno
June 2: RMG CPA, LLC | The Myths Debunked - Drew Serzan, Ash Ahluwalia, Rich Gustafson, Gina Ference
June 10: PKF O'Connor Davies | Insurance Audits and Tax Mitigation Strategies and Social Security - Dave Buckwald, Ash Ahluwalia, Gio Capodanno
June 10: Porzio Blomberg & Newman | Strategically leverage your life insurance within your financial plan - Drew Serzan
June 11: Norris McLaughlin, P.A. | Strategies to Help Maximize Your SS Benefits and Medicare Makeover - Ash Ahluwalia and Rich Gustafson
June 11: O'Toole Scrivo | Is Your Retirement Safe from the Tax Man? - Greg Dillon
June 12: Brach Eichler | Charitable Gifting and Tax Optimization for Legal Professionals - Greg Dillon
June12: Ruprecht, Hart, Ricciardulli and Sherman RHRS | Is Your Retirement Safe from the Tax Man? - Greg Dillon
June 25: Meyer, Suozzi, English and Klein | Strategies to Help Maximize Social Security - Ash Ahluwalia
January-March 2025
January 14: PKF O'Connor Davies | The Myths Debunked - Ash Ahluwalia, Drew Serzan, Greg Dillon, Gina Ference
January 21: NJBAR | Social Security Myths Debunked - Ash Ahluwalia and Joy Matak, ESQ, Avelino Law
February 13: Princeton Medical Center | Preparing Physicians for a Prosperous Financial Future - Greg Dillon, Gina Ference
February 25: Withum | Social Security Reform WEP and GPO - Ash Ahluwalia
February 26: Porzio Bromberg & Newman | The Myths Debunked - Ash Ahluwalia, Drew Serzan, Greg Dillon, Gina Ference
March 5: NJCPA | Social Security Reform WEP and GPO - Ash Ahluwalia
March 6: NJSPBA | Social Security Reform WEP and GPO - Ash Ahluwalia
March 10: Valley National Bank | The Myths Debunked - Ash Ahluwalia, Drew Serzan, Rich Gustafson, Gina Ference
March 12: Atlantic Health Systems Foundations | Essential tips for effective 401(K) management - Jeff Costello and Gina Ference
March 12: Porzio Bromberg & Newman | Is Your Retirement Safe from the Tax Man? - Greg Dillon
March 19: WX NY Women Executives Real Estate | The Myths Debunked - Ash Ahluwalia, Drew Serzan, Gio Capodanno, Gina Ference
March 21: Ruprecht, Hart, Ricciardulli and Sherman (RHRS) | The Myths Debunked - Ash Ahluwalia, Drew Serzan, Greg Dillon
