WESTWOOD, N.J. -- In honor of National Financial Literacy Month this April, Modera Wealth Management has planned a variety of informational events for the community, beginning on Wednesday, April 27.
Here are the events the wealth management firm has planned:
"Back to the Basics of Financial Planning" seminar -- Wednesday, April 27, from 12-1:30 p.m., in its Community Classroom -- The seminar will give attendees an overview of how a financial plan is built and will provide ideas and suggestions for avoiding the most common financial planning mistakes.
"Pigs and Pennies: Financial Literacy for Tots through Teens" -- Saturday, May 21, from 10:30 a.m. to noon, at the Westwood Public Library -- Modera is partnering with the Westwood Public Library for this event, geared toward children of all ages. It will feature money-themed activities, contests, educational displays, a teen zone and opportunities to win prizes.
"Back to the Basics of Financial Planning" seminar -- Thursday, July 7, from 6:30-8:00 p.m., also in its Community Classroom -- This is a repeat of the April 27 seminar, giving an overview financial planning.
"Our upcoming events are open to everyone," said Bill Houck, a Modera wealth manager. " We are dedicated to raising awareness of financial literacy matters and providing educational content to the community."
Due to limited capacity, advance registration is required for these events. For more info or to register, contact Anna Lui of Modera's Community Outreach Committee at annaL@moderawealth.com or 201-768-4600. You can register online for "Pigs and Pennies" here.
With roots going back to 1983, Modera currently employs 44, including 24 certified financial planners, three chartered financial analysts, four CPAs and others with advanced designations. It has office locations in New Jersey, Massachusetts, Florida and Georgia, and serves clients throughout the country.