Events

IVANA LOTOSHYNSKI, CFP® – KATE VAN LENTEN – SOFIA GALVEZ – WHO WE SERVE – EVENTS

Behavioral Finance. Why Investors Make Financial Decisions They Do.

Behavioral finance is the intersection of behavioral psychology and finance that helps explain why people make irrational financial decisions. It informs every financial decision we make. Join us to learn about investor’s biases and irrational behavior and ways to avoid emotion-driven decisions that can lead to unnecessary losses.

Wednesday, December 18th, 2024 | 6:30 pm to 8:30 pm
People Wealth Matters, 250 Passaic Avenue, Fairfield, NJ 07004
DIRECTIONS

REGISTER NOW!
Space is limited. Registration is required. Light refreshments will be served. Please arrive 5 minutes prior to the event.

PAST EVENTS

Hosted by Ivana Lotoshynski, CFP®

Women and Money:
Taking Charge of your Financial Future

Thank you everyone who attended our Women and money event to discuss the unique financial challenges women often face, and some of the steps women can take to take charge of their financial future.

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Thursday, August 15th, 2024
People Wealth Matters
250 Passaic Avenue, Suite 230
Fairfield, NJ 07004.

Hosted by Ivana Lotoshynski, CFP®

Appreciation Event in Honor of Revived Soldiers Ukraine

Thank you everyone who attended our Client Appreciation Luncheon to celebrate our clients and honor Revived Soldiers Ukraine at the historic Van Vleck House, Montclair, NJ, on June 29th, 2024

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Monday, June 29th, 2024
Van Vleck House & Gardens
21 Van Vleck Street,
Montclair, NJ 07042

Hosted by Ivana Lotoshynski, CFP®

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RETIREMENT ROADBLOCKS: 7 Financial Risks to Avoid

  • Are you confident that your savings will withstand a 25 to 30+ year retirement?
  • Do you have a plan to combat inflation’s damaging effects on your purchasing power?
  • Is your retirement income completely dependent on market performance?
  • Do you know how much you can withdraw from your retirement savings each year without running out of money?
  • Are you confident that your Social Security benefits are optimized for yourself and your spouse?
  • Do you have strategies to cover rising healthcare costs and potential long-term care needs?
  • Do you have a tax allocation strategy to help minimize the impact of taxes during retirement?

Thursday, August 11th, 2022 | 6:30 pm
People Wealth Matters, LLC
250 Passaic Avenue, Suite 230,
Fairfield, NJ 07004

Hosted by Ivana Lotoshynski, CFP®

Wednesday, October 20th, 2021 | 6:00 pm
People Wealth Matters, LLC
250 Passaic Avenue, Suite 230,
Fairfield, NJ 07004

People Wealth Matters Presentation
Franklin Templeton 529 College Savings Plan
A Smarter Way To Invest For College®

Give them a world that includes a college education.
As soon a your (grand) child is born, you begin to imagine what their future will hold. Whatever that is, it’s likely to require a college degree. When the time comes, will you be ready to pay for it? I’d like to invite you to attend a presentation to help answer these key questions:
How much is college going to cost?
When should I start saving for college?
What are the different ways to save for college?

For more information and to register in person, visit our FACEBOOK EVENT PAGE.

Client Appreciation Webinar
“2021 Outlook with Bob Stein” 
Sponsored by
Ivana Lotoshynski, CFP®
May 25th, 2021

PWM Client Appreciation Event

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CLICK HERE TO VIEW WEBINAR

Please use Passcode “Atria2021!” (case-sensitive)

ukrainefestival6

Ukrainian American Business and Professionals Association’s “Meet and Greet Tent”
Annual Picnic of the Holy Ascension Orthodox
Cathedral, Clifton, NJ
September 25th, 2016
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Book Signing Event

The Book Presentation and Signing Party
“Getting Over Growing Older” by Brigitte Nioche,
Sponsored by Ivana Lotoshynski, CFP
Tavern 292, Fairfield, NJ
May 13th, 2016
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Open House, February 11, 2016

People Wealth Matters Open House
People Wealth Matters Offices,
Fairfield, NJ,
February 12, 2016
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2015 St. Nicholas Ukrainian Catholic Church Festival

St. Nicholas Ukrainian Catholic Church Festival
St. Nicholas Ukrainian Catholic Church,
Passaic, NJ,
September 20, 2015
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Ukrainian Festival

Ukrainian Festival
Holy Ascension Orthodox Cathedral,
Clifton, NJ,
September 13, 2015
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Client Appreciation Luncheon

Client Appreciation Luncheon
Lambert Castle Museum,
Patterson, NJ,
May 2, 2015
VIEW GALLERY

Securities and advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. People Wealth Matters is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group’s privacy and other important information, visit the “Customers” section of www.nextfinancial.com. Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Please seek a professional for your specific situation.

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250 Passaic Avenue, Suite 230, Fairfield, NJ 07004