Broker Check

Events

Whether it’s keeping up with trends or discussing different financial topics, Synthesis Wealth Planning is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. Keep checking back to stay up to date with all Synthesis Wealth Planning events.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 16, 2024

6:30p - 7:30p

Zoom

May 16, 2024

11:00a - 12:00p

Zoom

April 23, 2024

11:00a - 12:00p

Zoom

April 11, 2024

6:00p - 8:30p

Exceptional Flooring Concepts Showroom

Visions in Bloom - A Kim S. Luthy , CFP®, CDFA®, CLTC, CFS and Vision Network event

Treat Yourself to...Wine and cheese while you Create Your 2024 Vision Board Create your own VISION to live your best life and enjoy connecting with other AMAZING women!

March 26, 2024

11:00a - 12:00p

Zoom

Medicare Educational Webinar

Are you or someone you know turning 65?...

February 15, 2024

1:30p - 2:30p

Zoom

Medicare Educational Webinar

Are you or someone you know turning 65?...

February 13, 2024

6:00p - 8:30p

SWP Morristown Office

A Galentine Event

A gift you give yourself...

February 13, 2024

3:00p - 4:00p

Zoom

Medicare Educational Webinar

Are you or someone you know turning 65?...

November 7, 2023

3:00p - 4:00p

Zoom

Medicare Educational Webinar

This Online Webinar will take place via Zoom. Tammy D'Angelo will speak about the many aspects of Medicare...

October 24, 2023

3:00p - 4:00p

Zoom

Medicare Educational Webinar

This Online Webinar will take place via Zoom. Tammy D'Angelo will speak about the many aspects of Medicare...

October 24, 2023

11:00a - 12:00p

Zoom

Medicare Education Webinar

This Online Webinar will take place via Zoom. Tammy D'Angelo will speak about the many aspects of Medicare...

September 26, 2023

6:00p - 7:00p

Synthesis Wealth Planning

September 26, 2023

11:00a - 12:00p

Zoom

March 23, 2023 - April 4, 2023

6:30p - 6:30p

268 S Finley Ave

The Changing World of Retirement Planning Online Course

Many of the retirement strategies utilized by past generations have grown outdated and may no longer have an application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century.

December 13, 2022

12:00p - 1:00p

Zoom

Panel Discussion: Economic Outlook: An Analysis of What’s Coming

What can you expect in the coming months and how can you position yourself? Join us for the next Business Growth Roundtable where we have gathered economic thought leaders and policymakers to share their insight on our current economic volatility and what we can expect in the coming months.

October 20, 2022

12:00p - 1:00p

Zoom

5 Steps to Managing Your Energy LIKE A PRO

Make sure constant tiredness and fatigue don't distract or hold you back anymore.

October 12, 2022

6:30p - 8:30p

Zoom

The Changing World of Retirement Planning Online Course

Many of the retirement strategies utilized by past generations have grown outdated and may no longer have an application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century.

June 29, 2022

12:00p - 1:00p

Zoom

Market Volatility

Discuss and learn about the current market trends and forecasts and how it compares to history.

Event Registration