CJM Events

Webinar: The Benefits of an ABLE Account

Join Charles Massimo, Founder and CEO of CJM Wealth Management, for an informative Webinar surrounding the benefits of utilizing an ABLE (Achieving a Better Life Experience) Account, for you or your loved ones with disabilities.

Advanced Tax Planning: Little Known Strategies to Help Reduce Income and Capital Gains Taxes

Join CJM Wealth Management for light fare and cocktails at our seminar, "Advanced Tax Planning: Little Known Strategies to Help Reduce Income and Capital Gains Taxes," on Wednesday, October 23, 2019 at 6:30 p.m. at Jewel Restaurant in Melville, N.Y.

New Laws, New Rules: The Upcoming Changes All Plan Sponsors Should Gather

New Laws, New Rules: The Upcoming Changes All Plan Sponsors Should Gather

Women’s Luncheon

Join CJM Wealth Management for our second annual, exclusive Women’s Only Roof Top Event at The Mansion at Oyster Bay on Tuesday, September 10, at 12:30 p.m.
Social Security Webinar

Webinar: Social Security Benefits

On Wednesday, May 22, CJM hosted an informative, one-hour Webinar, discussing the five most common mistakes people make when claiming Social Security Benefits. The Webinar was the first of our ongoing Webinar Series, and was a huge success. We look forward to hosting many more educational events for our family of clients and friends. Stay...

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