Personal Finance Resource Group (iFRG)

Date and Time
Wednesday, February 15, 2017
6:15pm— 7:45pm
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iFRG_Logo_200x200.jpgIndividual Finance Resource Group (iFRG)


 The Individual Finance Resource Group (iFRG) 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 meet on the third Wednesday of each month at 6:00 pm at various NJ locations (around Summit).  Our first meeting will be on Wednesday, February 15, 2017 at 6:00 PM.  The location will be announced shortly.


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.



Send an email with interest to join the group to  Be sure to put the name of the group in the subject line so that we are sure to add you to the list.  You will receive an email with a link to register with a $10 fee to cover the cost of the meeting space and continental breakfast.


If you have any additional questions or need any other information please contact our administration office at