Join us to gain insight from respected financial professionals on how to start your path to financial freedom.

  • Learn how to master your family budget
  • Gain tools to manage your money
  • See where you’re spending, how much you’re saving, and begin to see improvement – immediately

No matter where you’re at in life, you’ll get useful advice to set yourself up for long-term wealth accumulation.

WHEN

Thursday, April 25, 2024

6:30-8:30 p.m. ET

WHERE

Eagle Oaks Golf & Country Club

20 Shore Oaks Dr.
Farmingdale, NJ 07727

Participating financial professionals

Certified Public Accountant

Rely on your accountant for expert advice on the financial aspect of your home purchase — from minimizing tax implications to recommendations for structuring the transaction in a way that best fits your finances.

Thomas J. Whale

Whale, Mallozzi & Padgett PC

3301 NJ-66 #130
Neptune City, NJ 07753

Phone: 732.945.5995

Click here to learn more

Estate Planning Attorney

Your home purchase is naturally part of your estate. An attorney who specializes in estate planning will help you protect your family and the assets you’ve worked hard to build.

Robert Schillberg

Schillberg Law, LLC

280 Route 35 #403
Red Bank, NJ 07701

Phone: 732.758.1990

Click here to learn more

Financial Advisor

Because buying a home is a major financial decision, it makes sense to work with a financial advisor to determine how your home purchase fits your financial goals.

Joseph Biondolillo

BiondFinancial

333 Broad St, Suite 101
Red Bank, NJ 07701

Phone: 732.852.7020

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Credit Expert

This professional can assist you with resolving inaccuracies on your credit report and building a plan to repair your credit.

Paul Oster

Better Qualified

241 Monmouth Rd, Suite LL05
West Long Branch, NJ 07764

Phone: 888.553.8138

Click here to learn more

Insurance Agent

This professional works with you to create a strategy customized to your goals and priorities. An insurance agent can help you determine the specific type and amount of insurance coverage that fits your needs.

Robert Gleason

The Colts Neck Agency/AllState

186 County Rd 537
Colts Neck, NJ 07722

Phone: 732.431.4033

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Mortgage Consultants

Every successful home purchase starts with securing home financing. Your mortgage consultant can help you evaluate your options and choose the ideal loan for your unique circumstances.

Lawrence Montani | NMLS7170
Nicholas Montani | NMLS1601794
Zackary Godfrey | NMLS2144475

CrossCountry Mortgage

960 Holmdel Road Building II Suite C
Holmdel, NJ 07733 | NMLS1555272

Phone: 732.455.8990

Click here to learn more