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Event Details

Bagels, Matzoh & Business: "The Path to a Lifetime of Financial Security" Speakers: Rachel Glickman, J.D. and Financial Representative and Paula Brancato, Harvard MBA


Tuesday, Mar. 26, 2013
7:00 AM - 9:00 AM


Bergen Community College The Moses Meeting & Training Center 400 Paramus Rd Technology Building Room 128 Paramus, NJ 07652 Directions


Bergen Community College

The School of Continuing Education Invite You to Attend Our


Bagels, Matzoh and Business

Tuesday, March 26, 2013

7:00am - 8:00am Registration, Continental Breakfast, and Networking

8:00am - 8:45am Presentation

8:45am - 9:00am Q&A

Meet Financial Experts Rachel Glickman, J.D and Paula Brancato, Harvard MBA

Are you on the Path to a Lifetime of Financial Security?”

Financial security may be difficult to define, but there is no doubt it’s sought by everyone. Why do some people struggle with worries over money while others approach the future with confidence about their finances? Why is money a problem for some and a problem-solver for others?

Business owners face particular challenges and opportunities. How do you building a secure financial future in these uncertain times?

In this one-hour session, “Are You on the Path to a Lifetime of Financial Security?” facilitated by Paula and Rachel, you will learn how to take control of your finances, protect what matters most and make your money and your business work for you.

We will discuss the following topics:

• Building a foundation of financial security

• Minimizing taxes, including tax-advantaged strategies for accumulating wealth

• Retirement, pensions and long term care

• Succession planning and retaining key employees

• Solutions for wealth preservation and distribution

Ronald McKnight, Business Development Manager of Corporate Training @ Bergen Community College (201)-612-5300


Bergen Community College, The School of Continuing Education and Investors Bank


This event is free to attend.


Event Website: Online Registration Available: Yes


Small Business

Event Type


Contact Information

Ronald E. McKnight Phone: (201) 612-5300

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