Join us at Our Annual Meeting on November 8!

Every year, one of our favorite traditions is coming together with our members and team for our Annual Meeting. This year is extra special, as it's our milestone 60th year!

It's so much more than just a meeting--it's a morning filled with good food, good company, and a chance to reflect on all we've accomplished together. We'll be serving a delicious brunch to start the day, and then you'll hear from our leadership team as they talk about this past year's achievements and challenges, share what's next for the rest of 2025 and beyond, and most importantly, you'll get the chance to connect with the individuals who are here to support you on your financial journey. 

The Annual Meeting is the perfect time to make your voice heard by asking sharing ideas, asking questions, and celebrating the strong community we've built together over the past six decades. 

Join us on Saturday, November 8, 2025 at Galloping Hill Caterers (1085 Galloping Hill Rd., Union, NJ 07083), from 10 AM to 12 PM.

Please RSVP by Friday, October 31.