CJM Events

Upcoming Events

Fundamentals of Finance

Save the Date: Fundamentals of Finance for the Next Generation

Our exclusive seminar will help introduce the next generation of investors to the world of personal finance, providing education and best practices on a variety of topics.
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Past Events

Webinar Recording: What You Need to Know About the Secure Act

Watch our recorded Webinar to find out what you need to know about the SECURE Act and how it could impact your financial future. 
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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.
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Webinar Recording: What You Need to Know About Medicare

Please join CJM Wealth Management and Professional Group Plans for an informative Webinar surrounding Medicare, on Wednesday, September 25, at 4 p.m. EST.
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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.
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Do You Know What Triggers a 401(k) or 403(b) Audit?

New Laws, New Rules: The Upcoming Changes All Plan Sponsors Should Gather
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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 tuned! To request a copy of the Social Security Webinar recording, or if you have any suggestions for future Webinar topics, please contact Director of Marketing, Kelley Muhsemann, at kelley@cjmwealth.com.
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