New Jersey's Retirement Specialists

2 Executive Drive, Suite 130A

Somerset, NJ 08873


College Planning Class

Date: TBD

Location: TBD

Time: 6:30pm-8:00pm


Please check our sister site, for updated class schedule. 

Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor.  Professional Planning Services is independent of Regal Investment Advisors.

The Changing World of Retirement planning

Location: Raritan Valley Community College, Branchburg, NJ

Time: varies


PPS is hosting a series of 2 day courses at Raritan Valley Community College in the coming weeks.  The course will cover how the rules for the retiring generation of baby boomers has changed and will teach students how those changes may affect them as they prepare to live a prosperous retirement.

Students will discover how to: 

• Determine if you have enough money for retirement
• Insulate your assets in a rising tax rate environment
• Use the 3 basic types of retirement accounts to
maximize cash flow in retirement
• Evaluate the benefits of a Roth Conversion
• Maximize Social Security income
• Safeguard against stock market
loss during retirement
• Reduce, or eliminate unwanted expenses
or delays with estate planning
• Understand if your portfolio is
truly “diversified”
• Avoid the three basic “pitfalls” of
retirement distribution planning

Call us for more information @ 732-302-1810


Breakfast with Chris

Don't Worry, Retire Happy

Date: 10/21/17

Location: Professional Planning Services, Somerset, NJ

Time: 9:00am-10:15am


Please join us for a no-pressure breakfast learning session on retirement this month.

  • attendance is free-of-charge
  • class size limited to enrich experience
  • bring a friend - events are more fun with friends!

Register here!

Register now for an upcoming event.  Just let us know which event you're interested in and we will email confirmation to you as soon as possible!