with Bellaria Jimenez, MBA, CFP®, CLU®, CDFA®, ChFC®

Welcome, Pledge of Allegiance, and NAIFA-New Jersey Updates

with Matthew S. Newman

Matthew S. Newman was unexpectedly diagnosed with grade-three astrocytoma (brain cancer) at only 39 years old. At the same time, he had three children under five, and his father-in-law Larry was fighting pancreatic cancer. His life changed instantly. He has been in the financial services industry since 1997. Knowing all his basic financial planning was complete allowed him to take on his cancer battle without regret, resentment, and money worries. As he lay in a hospital bed before his brain surgery, he realized every speech he had ever given on the need for planning in advance of the bad was actually about him. He shares his knowledge broadly, speaking about what he considers the real job of a financial advisor: To be there when things are bad, to give families good news during the deepest and darkest of times, and to have a true plan in place prior to the bad. Matthew is dedicated to being a top performer at everything he does. This has led him to become number one in sales in his profession for over 20 years, even while fighting cancer. What drives him is his family – his wife Rebecca and his three children Luke, Jake, and Lola. His other passions include fitness, sports, and raising money for charities to beat brain cancer.

with Brian D. Singleton, Esq.

Estate Planning for the End of 2021: Update on the pending tax proposals, implications of the proposed changes, and planning opportunities that should not be missed! Brian D. Singleton, Esq. is the owner of Singleton LLC. Singleton LLC is a boutique law firm that focuses on high stakes litigation, estate, and corporate matters.

with Corrado Gugliotta, CLTC®, FSCP®, LUTCF®

The 2022 NAIFA-New Jersey Slate of Officers will be voted on, and installed.