Description

SCAR is excited to join with the Dorfman Wealth Management Group, LLC of Denville NJ, in offering an important member benefit. This program is tailored specifically to the unique needs of our membership and is being hosted by SCAR. The focus of this meeting is to ensure that our members are giving proper consideration to their own investment management and retirement planning. Many professionals in our field fail to properly address the financial needs for them and their families. During this program, you will learn what opportunities are available to you in growing your asset base over time. The program will have two objectives: 1. Introducing our members to setting up their own retirement accounts as a means to growing assets on a systematic basis, using Simplified Employee Pension Plans (SEPs). These plans are specifically geared to professionals who are compensated on a 1099 basis. They are easy to set up and offer tax saving advantages. Recent tax legislation (SECURE Act 2.0) has made these plans more attractive with two different plan options. 2. In conjunction with the retirement account portion listed above, you will also learn some tried and true methods to manage your portfolio over the long term. These will concentrate on the concept of Strategic Asset Allocation, in order the set an investment strategy that is most appropriate for you. You’ll see how important a top-down approach is to your investment success.

Depending on the feedback, this could be the first of a series of investment management programs.

The presenters of this program are:

Mitch Dorfman, MBA, CFP, Managing Principal, Dorfman Wealth Management Group, LLC.

Adam Dorfman, CIMA, Senior Financial Advisor, Dorfman Wealth Management Group, LLC.

Mitch & Adam have a combined 55 years of experience in the financial advisory field.

Dorfman Wealth Management Group, LLC is a member of the Wells Fargo Advisors Financial Network, LLC. 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC

(WFAFN), Member SIPC. Dorfman Wealth Management Group is a separate entity from WFAFN.