Personal Finance Resource Group (iFRG)
This Group is a forum for collaborating professionals who work with individuals and families on their personal finance and wealth management issues.
Our objective is to share knowledge from our specialist vantage point with each other. This will help each group member to stay at the top of their game by being more informed and hence perform more effectively.
We typically meet on the third Wednesday of each month at 6:15 pm at various NJ locations. However, our next meeting will be on Thursday, January 25, 2018 at 6:15 pm. The location (usually in the Short Hills, NJ area) will be made available when you register for the meeting.
SEEKING: Individual Tax CPA, T&E, Law, Divorce Law, Employment law, Family Law, Outplacement Firm, Life Insurance (life, Disability, Long-term care), P&C Insurance – Personal (Auto, Home, Umbrella, Health), Pension Consultant, Mortgage specialist, Private Banker, Real-estate.
HOW TO PARTICIPATE:
The Group is open to Supporting Members of the Wharton Club of New Jersey.
Send an email with interest to join the group to [email protected]. Be sure to put "iFRG" in the subject line so that we add you to the correct list.
Once you are a member of this group, you will receive an email with a link to register. There is a nominal fee to cover the cost of the meeting and refreshments.
iFRG Chair: Dushyant Pandit
If you have any additional questions or need any other information please contact our administration office at [email protected].