The Bridge Speaker Series: Strategies to Safeguard Generational Wealth
Join us at The Bridge Speaker Series to learn key strategies for protecting and passing down your family's wealth to future generations!
By The Bridge Speaker Series
Date and time
Thursday, June 12 · 5:30 - 7:30pm EDT.
Location
Bell Works
101 Crawfords Corner Road Holmdel, NJ 07733Agenda
Meet Our Panelists
Evan Benjamin, Esq
Law Office of Evan Benjamin, LLC
• Admitted to the Bar, State of New York, 1983-present
• Admitted to the Bar, Commonwealth of Puerto Rico, 1983-1994
• Admitted to the Bar, State of New Jersey, 202...
Elder Tax Prep Specialist
Judyth Brown
• Executive Director of Moceans for Independent Living
• Helping families in Monmouth and Ocean...
Financial Specialist
Stephen E. Ingram, FSCP
• 12 years experience
• Over 50M in life ins Death benefit in
force/ tens of millions in Assets under
management
• Assisting businesses and families
across the country
• Multi-year Million Dollar Rou...
Mortgage Specialist
Jeffery D. Cook, Jr.
NMLS 218242 ...
Real Estate Specialist
Dennis Mark Interdonato
License #0681500 •...
MC/Moderator
Marisa Goldman
Owner of Gold Ribbon Productions
• 20 years of event planning experience
• Proudly serving corporate and personal clients across NJ, PA, and NY
• Specializations include producing large scale confere...
About this event
- Event lasts 2 hours
- Free venue parking