Legal Blog

Knowledge is Powerful

Educational Seminars

Our educational seminars can change lives.

At Wema Senior Strategies, we believe in empowering our clients with the knowledge they need to make informed financial decisions. Whether you’re approaching retirement or navigating challenging financial times, our seminars cover a wide range of topics tailored to your needs.

What you'll learn:

  • Strategies for Retirement: Gain peace of mind with strategies designed to protect and grow your retirement savings. Learn how to secure income that you won’t outlive* and explore products that keep your principal safe from market declines*.
  • Building Financial Confidence: Discover how to rebuild or strengthen your financial plans, even in challenging times. Our seminars provide insights on how to achieve both your short-term and long-term financial goals.
  • Smart IRA Management: Learn about the benefits of tax deferral through IRAs**, options for reducing taxes on IRA distributions**, and strategies that align with your unique financial situation.
EVENTS

Join us for an upcoming seminar.

If you’re near Somerset, NJ or the greater NYC area, register below to qualify for one of our exclusive financial seminars. Our seminars cover key topics like retirement planning, tax-smart investing, and more, with expert advice from our team.

Please register below to qualify for one of our exclusive seminars.

Contact Us

Cluster Location Date(s)
Cluster 9 MIDDLESEX JAN 21 / 23
Cluster 4 PEAPACK GLADSTONE JAN 21 / 22
Cluster 17 RINGOES JAN 29 / 30
Cluster 3 EDISON FEB 11 / 12
Cluster 12 MILBURN FEB 25 / 27
Cluster 1 EDISON MAR 4 / 5
Cluster 6 KENNILWORTH MAR 12 / 13
Cluster 11 SHORT HILLS MAR 18 / 19
Cluster 8 BLOOMFIELD MAR 25 / 26
Cluster 5 SHORT HILLS APR 1 / 2
Cluster 10 CLIFFSIDE PARK APR 8 / 9
Cluster 9 MIDDLESEX APR 21 / 22
Cluster 15 CLOSTER APR 23 / 24
Cluster 14 PARAMUS APR 28 / 29
Cluster 3 EDISON MAY 6 / 7
Cluster 13 MAHWAH MAY 13 / 14
Cluster 12 MILBURN MAY 21 / 22
Cluster 1 CLARK MAY 28 / 29
Cluster 16 HOBOKEN JUNE 3 / 5
Cluster 7 PRINCETON JUNE 10 / 11
Cluster 6 KENNILWORTH JUNE 17 / 18
Cluster 4 PEAPACK GLADSTONE JUNE 24 / 25
Cluster 9 MIDDLESEX JULY 8 / 9
Cluster 11 SHORT HILLS JULY 15 / 16
Cluster 18 RINGOES JULY 22 / 23
Cluster 5 SHORT HILLS JULY 30/ 31
Cluster 10 CLIFFSIDE PARK AUG 5 / 6
Cluster 13 MAHWAH AUG 12 / 13
Cluster 8 BLOOMFIELD AUG 19 / 20
Cluster 2 MOONACHIE AUG 26 / 27
Cluster 17 RINGOES SEPT 3 / 4
Cluster 15 CLOSTER SEPT 8 / 9
Cluster 14 PARAMUS SEPT 15/ 16
Cluster 3 EDISON SEPT 17/ 18
Cluster 4 PEAPACK GLADSTONE SEPT 22 / 25
Cluster 1 CLARK SEPT 23 / 24
Cluster 11 SHORT HILLS OCT 2 / 6
Cluster 12 MILBURN OCT 7 / 8
Cluster 6 KENNILWORTH OCT 14 / 15
Cluster 5 SHORT HILLS OCT 21 / 22
Cluster 18 RINGOES OCT 28 / 29
Cluster 10 CLIFFSIDE PARK NOV 4 / 5
Cluster 8 BLOOMFIELD NOV 11 / 12
Cluster 2 MOONACHIE DEC 2 / 3

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation