BNB 2022: 09.14.2022
Coffee and Light Bites from Almost Home General
Meet the presenters:
Leo Wong is a financial planner, specializing in new market research and retirement planning. Leo, the youngest of three boys, was born in Malaysia and immigrated to the United States at a young age. Leo and his family went on to successfully own and operate several restaurants throughout central New Jersey. This is where he developed his entrepreneurial spirit and devoted work ethic.
Leo’s experience with client service and business management have helped him cultivate a passion for serving others; always keeping the client's best interest in mind. Leo graduated from Christian Brothers Academy and Monmouth University with a B.S. in Finance and currently resides in Monmouth County, NJ.
See More about Leo Here: https://www.grantvest.com/leo-bioBill Gallagher is a Senior Planner with Zynergy Retirement Planning, LLC, a financial planning firm specializing in working with mature adults over 50 years old.
Bill has been in the personal financial planning field for 15 years. Over the course of his career Bill has worked closely with clients to understand their goals and dreams and develop comprehensive wealth management strategies to help individuals and families achieve their long-term financial objectives.
Bill holds the Certified Financial Planner designation and the Master Planner Advanced Studies designation, through the College for Financial Planning. Bill is also a member of the Financial Planning Association, (FPA).
Bill received his Bachelor of Science in Economics from Mount St. Mary's College. He also received a Masters of Science in Personal Financial Planning from the college of Financial Planning.
Bill lives in Ocean Township, NJ with his wife and daughter.
Event Sponsors
Premiere & Refreshment Sponsor
Secondary Sponsor
Date and Time
Wednesday Sep 14, 2022
8:00 AM - 9:30 AM EDT
8:00 - 8:20 Networking
8:25 Premiere Sponsor
8:30 - 8:50 Presentation
8:50 - 9:00 Q&A and Networking
Location
Middletown Arts Center
36 Church Street
Middletown, NJ 07748
Fees/Admission
Registrations Encouraged
First time as an EMACC Guest? Please join us for Free*.
You must register by 12:00 noon the day before the event in order to qualify for this free offer.
$20.00 EMACC Member**
*Does not apply if have previously registered and/or attended as an EMACC Guest before.
$30.00 EMACC Future Member**
Reservations are transferable to another person from your company!
**Registrations after 12:00 noon the day prior to the event will be charged an additional $10.00.
{PLEASE NOTE: Due to the increased cost of payment processing, refunds will be applied as a credit towards other EMACC events. Registered "No Shows" will be charged the full amount and will not be permitted to use toward future events. Registration ENCOURAGED before 12:00 pm the day before the event. Registrations and Walk-ins after that time will be charged an additional $10.00 per person}
