CJM Events

Upcoming Events

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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Past Events

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: 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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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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