February 22, 2024

Recently, we had the privilege of presenting at the Gloucester County Legal Education Association alongside Janus Henderson Investments, exploring the complexities of wealth transfer and legacy planning. Our seminar focused on navigating both financial and non-financial aspects, drawing insights from renowned estate battles to help clients craft successful wealth transfer strategies. Topics covered included document organization, estate tax management, selecting the right representatives, and educating heirs, offering invaluable guidance for families at any stage of wealth.

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January 27, 2024

Larry Birch had a great day rock climbing with clients at Gravity Vault in Voorhees, New Jersey.  

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October 11-14, 2023

To stay up-to-date with current insights, our team recently attended Commonwealth Financial Network's National Conference in Aurora, CO. The event featured more than 100 educational sessions covering important topics like retirement planning, cybersecurity, tax-law changes, and investment and economic conditions. We also spoke with specialists from leading investment companies to gather fresh strategies that will benefit our clients and their families.

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May 4, 2023

Our team, in collaboration with Brighthouse Financial, had the opportunity to have a discussion about leadership with legendary basketball coach, "Coach K", Mike Kryzewski. 

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December 21, 2022

Fitzgerald Financial Group's annual holiday dinner was held at Terra Nova Restaurant in Washington Township, New Jersey. The dinner is held after-hours and gives our team the time to reflex on the past year, and plan for 2023.

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November 2022

Our team had the pleasure of attending the Commonwealth Financial Network National Conference in San Diego! We attended all-day sessions featuring in-depth discussions on retirement planning, cybersecurity, tax-law changes, the current economic landscape, and investment strategies for our clients. We spent time with dozens of the nation's most prestigious investment companies along with more than 1,000 financial advisors and colleagues to share best practices. We also heard from keynote speakers Mia Hamm, Laila Ali, JJ Johnson, and Earvin "Magic" Johnson! The ideas that were shared will help us all better serve our clients!!  
 

September 22, 2022

On September 22, 2022, Fitzgerald Financial Group, along with the retirement team at Janus Henderson Investors, held an educational presentation for attorneys and accountants in the Gloucester County, New Jersey area. The presentation took a close look at recent fiduciary court cases and covered other topics such as class action lawsuits against financial providers and cases involving cybersecurity breaches. The goal of the seminar was to help local CPAs and attorneys stay updated with the most relevant information and provide them with all-around holistic professional development.
 

July 20, 2022

Our team at Fitzgerald Financial Group, in collaboration with Global Atlantic Financial Group, hosted an educational presentation on Wednesday, July 20. Jonathan Murr, regional vice president, spoke on ForeAccumulation with our clients at Larry’s II restaurant here in Vineland. All guests enjoyed their delicious food and advice on how to personalize their growth potential and obtain protection from down markets.
 

May 12, 2022

Our team at Fitzgerald Financial Group, in collaboration with JPMorgan Investments, hosted an educational presentation on Thursday, May 12. Meera Pandit, senior market strategist with JPMorgan Asset Management, discussed the current economic landscape, the outlook for the remainder of 2022, and key drivers and trends taking place in the markets.
 

March 22, 2022

Our team at Fitzgerald Financial Group, in collaboration with Mackerer Law Offices, hosted an educational presentation on Tuesday, March 22. We discussed the importance of estate planning and how to ensure your decisions are honored while you are alive and after you pass. If you were unable to attend, please let us know if you would like us to send a copy of the presentation!
 

February 23, 2022

Our team at Fitzgerald Financial Group, in collaboration with Janus Henderson Investors, held an educational presentation on Savvy Social Security Planning. We discussed how much you can expect to receive in social security, when and how to apply, and how to maximize your benefits.    
 

February 11, 2022

On February 11, our team presented to the Williamstown (NJ) High School finance classes to help students learn more about careers in finance. We also discussed tips for their annual Stock Market Game.
 

January 27, 2022

On January 27, Fitzgerald Financial Group held a presentation with Fidelity Investments to discuss rising health care costs, Medicare coverage options, and how we can help plan better during retirement. 
 

January 13, 2022

On Thursday, January 13, Fitzgerald Financial Group, along with a JPMorgan Investments retirement team, held an educational call on retirement planning, and how we can help address any challenges you may have during retirement.  
 

November 9, 2021

On Tuesday, November 9, Fitzgerald Financial Group held an educational event with JPMorgan Investments discussing college savings, and how we can help our clients prepare for a loved one headed to college. Below is a recording of this event.
 

Thursday, October 28, 2021

John Fitzgerald joined other Commonwealth staff and advisors in New York. This event gave advisors and staff an opportunity to network with one another, members of Commonwealth’s management team, and select industry partners. 
 

September 16, 2021

On Thursday, September 16, Fitzgerald Financial Group, along with Lincoln Financial Group, discussed Lincoln Level Advantage® indexed variable annuity and possible ways to reduce risk while positioning yourself for growth.  
 

May 25, 2021

On Tuesday, May 25, Fitzgerald Financial Group hosted an insightful event with retired FBI Special Agent Jeff Lanza. His dynamic presentation focused on how criminals try to trick us, steal our identity, and commit cyber fraud. Clients learned how to spot an online trick, a fake website, and a phony link. Keep your identity safe and stay protected online!
 

October 24, 2019

On October 24, 2019, Fitzgerald Financial Group along with Fidelity Investments, held an educational event for clients at Marciano’s Restaurant in Vineland, New Jersey. More than 25 clients attended our presentation on Medicare planning and health care costs in retirement. 
 

August 14, 2019 

On August 14, 2019, Fitzgerald Financial Group held a retirement celebratory dinner for clients at Winfield's Restaurant in Millville, New Jersey.
 

June 15, 2019

Our first annual document shredding event held in June was attended by more than 50 Fitzgerald Financial Group clients, along with many families in the local community. We were able to recycle over 9,000 pounds of paper; saving 82 trees, 14 cubic yards of landfill space, 52 barrels of oil, 34,000+ gallons of water, and over 19,000-kilowatt hours of electricity!